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 | $151,508 | $88,707+70.8% | $74,183+104.2% | $273,961-44.7% |
| Participation rate | 92.3% | 79.4%+12.9pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 4.55% | 11.94%-7.4pp | 17.74%-13.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $3,626 | $3,159+14.8% | $2,370+53.0% | $4,869-25.5% |
| Participant deferral / active EE | $4,084 | $4,212-3.0% | $3,550+15.1% | $5,287-22.8% |
| Admin fee / account holder | $2,607 | $8,717-70.1% | $5,586-53.3% | $10,132-74.3% |