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 | $120,972 | $81,460+48.5% | $103,333+17.1% | $80,856+49.6% |
| Participation rate | 91.8% | 66.8%+25.0pp | 74.5%+17.3pp | 67.6%+24.2pp |
| Annual return | 13.41% | 25.55%-12.1pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,517 | $3,105-51.2% | $3,868-60.8% | $2,755-45.0% |
| Participant deferral / active EE | $2,841 | $3,869-26.6% | $5,057-43.8% | $4,296-33.9% |
| Admin fee / account holder | $9,221 | $6,566+40.4% | $8,355+10.4% | $6,918+33.3% |