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 | $131,470 | $91,552+43.6% | $133,956-1.9% | $79,858+64.6% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | 28.09% | 61.85%-33.8pp | 45.09%-17.0pp | 31.71%-3.6pp |
| Employer contribution / active EE | $1,044 | $2,384-56.2% | $3,919-73.4% | $2,471-57.7% |
| Participant deferral / active EE | $5,272 | $3,733+41.2% | $5,048+4.4% | $3,740+41.0% |
| Admin fee / account holder | $3,037 | $6,321-52.0% | $8,927-66.0% | $5,306-42.8% |