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 | $136,402 | $94,625+44.2% | $116,228+17.4% | $84,808+60.8% |
| Participation rate | 93.8% | 70.4%+23.3pp | 74.6%+19.2pp | 68.3%+25.4pp |
| Annual return | 16.46% | 20.40%-3.9pp | 90.06%-73.6pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,891 | $2,347+151.0% | $2,994+96.7% | $2,631+123.9% |
| Participant deferral / active EE | $11,954 | $3,972+201.0% | $4,953+141.3% | $4,212+183.8% |
| Admin fee / account holder | $1,309 | $10,091-87.0% | $11,989-89.1% | $7,344-82.2% |