See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,295 | $114,381+25.3% | $107,525+33.3% | $142,382+0.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 13.76% | 242.71%-228.9pp | 181.32%-167.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,679 | $4,015-58.2% | $3,754-55.3% | $4,299-60.9% |
| Participant deferral / active EE | $8,402 | $5,564+51.0% | $5,116+64.2% | $6,507+29.1% |
| Admin fee / account holder | $1,337 | $9,860-86.4% | $8,919-85.0% | $12,624-89.4% |