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 | $125,290 | $80,717+55.2% | $154,803-19.1% | $84,808+47.7% |
| Participation rate | 94.4% | 66.8%+27.6pp | 78.1%+16.4pp | 68.3%+26.1pp |
| Annual return | 16.83% | 37.96%-21.1pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,557 | $2,761-43.6% | $4,305-63.8% | $2,631-40.8% |
| Participant deferral / active EE | $6,006 | $3,303+81.8% | $5,540+8.4% | $4,212+42.6% |
| Admin fee / account holder | $13,994 | $6,746+107.4% | $14,329-2.3% | $7,344+90.6% |