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 | $141,619 | $83,477+69.6% | $125,175+13.1% | $72,985+94.0% |
| Participation rate | 78.0% | 73.3%+4.7pp | 79.8%-1.7pp | 69.5%+8.6pp |
| Annual return | 27.25% | 25.78%+1.5pp | 43.79%-16.5pp | 81.00%-53.8pp |
| Employer contribution / active EE | $1,552 | $2,345-33.8% | $3,865-59.8% | $2,440-36.4% |
| Participant deferral / active EE | $5,145 | $3,585+43.5% | $4,937+4.2% | $3,607+42.6% |
| Admin fee / account holder | $758 | $5,517-86.3% | $9,702-92.2% | $5,124-85.2% |