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 | $133,305 | $58,851+126.5% | $115,157+15.8% | $72,985+82.6% |
| Participation rate | 92.9% | 65.5%+27.3pp | 75.9%+17.0pp | 69.5%+23.4pp |
| Annual return | 22.53% | 23.16%-0.6pp | 35.60%-13.1pp | 81.00%-58.5pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,672 | $2,643+76.8% | $4,168+12.1% | $3,607+29.5% |
| Admin fee / account holder | $748 | $6,370-88.3% | $7,088-89.5% | $5,124-85.4% |