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 | $133,913 | $89,753+49.2% | $107,525+24.5% | $84,808+57.9% |
| Participation rate | 91.2% | 68.1%+23.1pp | 75.1%+16.1pp | 68.3%+22.9pp |
| Annual return | 17.17% | 29.48%-12.3pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,448 | $3,113+10.8% | $3,754-8.1% | $2,631+31.1% |
| Participant deferral / active EE | $3,723 | $4,056-8.2% | $5,116-27.2% | $4,212-11.6% |
| Admin fee / account holder | $1,245 | $7,222-82.8% | $8,919-86.0% | $7,344-83.0% |