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 | $130,163 | $110,257+18.1% | $96,544+34.8% | $139,434-6.6% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 11.70% | 26.32%-14.6pp | 25.84%-14.1pp | 372.94%-361.2pp |
| Employer contribution / active EE | $863 | $3,620-76.2% | $2,965-70.9% | $4,751-81.8% |
| Participant deferral / active EE | $2,473 | $5,548-55.4% | $4,851-49.0% | $6,710-63.1% |
| Admin fee / account holder | $2,785 | $11,591-76.0% | $8,252-66.2% | $11,403-75.6% |