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 | $131,083 | $86,929+50.8% | $102,423+28.0% | $80,856+62.1% |
| Participation rate | 85.5% | 72.4%+13.1pp | 76.5%+9.0pp | 67.6%+17.9pp |
| Annual return | 10.89% | 18.88%-8.0pp | 29.32%-18.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,785 | $2,369+59.7% | $3,023+25.2% | $2,755+37.4% |
| Participant deferral / active EE | $5,897 | $4,118+43.2% | $5,053+16.7% | $4,296+37.3% |
| Admin fee / account holder | $2,012 | $8,049-75.0% | $9,451-78.7% | $6,918-70.9% |