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 | $142,574 | $95,803+48.8% | $113,168+26.0% | $84,808+68.1% |
| Participation rate | 92.6% | 72.9%+19.7pp | 76.6%+16.0pp | 68.3%+24.3pp |
| Annual return | 18.32% | 25.00%-6.7pp | 24.27%-5.9pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,863 | $2,360-21.1% | $2,975-37.4% | $2,631-29.2% |
| Participant deferral / active EE | $10,216 | $4,242+140.8% | $5,107+100.0% | $4,212+142.6% |
| Admin fee / account holder | $23,707 | $8,989+163.7% | $12,068+96.4% | $7,344+222.8% |