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 | $142,846 | $89,753+59.2% | $107,525+32.8% | $84,808+68.4% |
| Participation rate | 86.7% | 68.1%+18.6pp | 75.1%+11.6pp | 68.3%+18.4pp |
| Annual return | 15.99% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,899 | $3,113-6.9% | $3,754-22.8% | $2,631+10.2% |
| Participant deferral / active EE | $5,200 | $4,056+28.2% | $5,116+1.6% | $4,212+23.5% |
| Admin fee / account holder | $13,950 | $7,222+93.2% | $8,919+56.4% | $7,344+90.0% |