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 | $140,221 | $78,422+78.8% | $95,952+46.1% | $79,858+75.6% |
| Participation rate | 89.5% | 73.5%+16.0pp | 77.1%+12.4pp | 69.6%+19.8pp |
| Annual return | 14.88% | 19.37%-4.5pp | 91.61%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,436 | $1,945-26.2% | $2,541-43.5% | $2,471-41.9% |
| Participant deferral / active EE | $5,103 | $3,440+48.4% | $4,167+22.5% | $3,740+36.5% |
| Admin fee / account holder | $1,975 | $5,622-64.9% | $6,795-70.9% | $5,306-62.8% |