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 | $143,592 | $148,978-3.6% | $200,582-28.4% | $84,808+69.3% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 13.15% | 28.16%-15.0pp | 42.33%-29.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,292 | $4,815-52.4% | $6,419-64.3% | $2,631-12.9% |
| Participant deferral / active EE | $5,726 | $7,142-19.8% | $9,331-38.6% | $4,212+35.9% |
| Admin fee / account holder | $1,135 | $13,977-91.9% | $16,305-93.0% | $7,344-84.5% |