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 | $137,288 | $73,933+85.7% | $96,683+42.0% | $75,163+82.7% |
| Participation rate | 86.2% | 66.4%+19.8pp | 74.3%+11.9pp | 67.2%+19.0pp |
| Annual return | 17.74% | 26.70%-9.0pp | 35.69%-18.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,450 | $2,928-16.3% | $3,737-34.4% | $2,670-8.2% |
| Participant deferral / active EE | $4,593 | $3,659+25.6% | $4,878-5.8% | $4,125+11.4% |
| Admin fee / account holder | $2,524 | $5,216-51.6% | $6,730-62.5% | $5,651-55.3% |