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 | $135,778 | $95,803+41.7% | $113,168+20.0% | $84,808+60.1% |
| Participation rate | 90.5% | 72.9%+17.6pp | 76.6%+13.9pp | 68.3%+22.2pp |
| Annual return | 15.74% | 25.00%-9.3pp | 24.27%-8.5pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,859 | $2,360+63.5% | $2,975+29.7% | $2,631+46.7% |
| Participant deferral / active EE | $7,169 | $4,242+69.0% | $5,107+40.4% | $4,212+70.2% |
| Admin fee / account holder | $2,143 | $8,989-76.2% | $12,068-82.2% | $7,344-70.8% |