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 | $117,056 | $71,050+64.8% | $93,606+25.1% | $80,856+44.8% |
| Participation rate | 72.5% | 60.4%+12.1pp | 68.7%+3.8pp | 67.6%+4.9pp |
| Annual return | 17.09% | 11.26%+5.8pp | 133.20%-116.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,899 | $1,564+21.5% | $2,420-21.5% | $2,755-31.1% |
| Participant deferral / active EE | $6,021 | $4,034+49.3% | $4,411+36.5% | $4,296+40.2% |
| Admin fee / account holder | $3,126 | $6,945-55.0% | $8,285-62.3% | $6,918-54.8% |