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 7-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 | $135,140 | $109,413+23.5% | $156,263-13.5% | $84,808+59.3% |
| Participation rate | 81.5% | 72.7%+8.8pp | 78.9%+2.6pp | 68.3%+13.2pp |
| Annual return | 12.63% | 20.18%-7.6pp | 59.47%-46.8pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,446 | $2,907-50.3% | $4,333-66.6% | $2,631-45.0% |
| Participant deferral / active EE | $2,355 | $4,590-48.7% | $6,158-61.8% | $4,212-44.1% |
| Admin fee / account holder | $2,934 | $9,357-68.6% | $14,255-79.4% | $7,344-60.0% |