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 | $146,858 | $94,625+55.2% | $116,228+26.4% | $84,808+73.2% |
| Participation rate | 73.3% | 70.4%+2.9pp | 74.6%-1.2pp | 68.3%+5.0pp |
| Annual return | 15.37% | 20.40%-5.0pp | 90.06%-74.7pp | 40.90%-25.5pp |
| Employer contribution / active EE | $692 | $2,347-70.5% | $2,994-76.9% | $2,631-73.7% |
| Participant deferral / active EE | $3,926 | $3,972-1.1% | $4,953-20.7% | $4,212-6.8% |
| Admin fee / account holder | $2,862 | $10,091-71.6% | $11,989-76.1% | $7,344-61.0% |