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 | $131,482 | $94,625+39.0% | $116,228+13.1% | $84,808+55.0% |
| Participation rate | 88.0% | 70.4%+17.6pp | 74.6%+13.4pp | 68.3%+19.7pp |
| Annual return | 16.43% | 20.40%-4.0pp | 90.06%-73.6pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,200 | $2,347-48.9% | $2,994-59.9% | $2,631-54.4% |
| Participant deferral / active EE | $5,371 | $3,972+35.2% | $4,953+8.4% | $4,212+27.5% |
| Admin fee / account holder | $3,186 | $10,091-68.4% | $11,989-73.4% | $7,344-56.6% |