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 | $141,772 | $80,717+75.6% | $154,803-8.4% | $84,808+67.2% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 16.19% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,223 | $2,761-19.5% | $4,305-48.4% | $2,631-15.5% |
| Participant deferral / active EE | $4,699 | $3,303+42.3% | $5,540-15.2% | $4,212+11.6% |
| Admin fee / account holder | $1,626 | $6,746-75.9% | $14,329-88.7% | $7,344-77.9% |