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 | $143,190 | $90,503+58.2% | $78,689+82.0% | $273,961-47.7% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 7.24% | 75.60%-68.4pp | 62.18%-54.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,389 | $3,176-24.8% | $2,851-16.2% | $4,869-50.9% |
| Participant deferral / active EE | $3,380 | $3,901-13.4% | $3,517-3.9% | $5,287-36.1% |
| Admin fee / account holder | $2,741 | $5,263-47.9% | $4,510-39.2% | $10,132-72.9% |