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 | $101,654 | $67,606+50.4% | $82,313+23.5% | $70,131+44.9% |
| Participation rate | 79.3% | 72.8%+6.5pp | 76.9%+2.4pp | 69.5%+9.8pp |
| Annual return | 18.61% | 21.57%-3.0pp | 25.88%-7.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $515 | $1,755-70.7% | $2,428-78.8% | $2,342-78.0% |
| Participant deferral / active EE | $5,481 | $2,987+83.5% | $3,706+47.9% | $3,332+64.5% |
| Admin fee / account holder | $16,035 | $4,512+255.4% | $5,608+185.9% | $4,645+245.2% |