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 | $136,440 | $109,881+24.2% | $150,045-9.1% | $84,808+60.9% |
| Participation rate | 82.4% | 76.1%+6.3pp | 82.3%0pp | 68.3%+14.0pp |
| Annual return | 16.90% | 28.25%-11.3pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,187 | $3,561+17.6% | $4,693-10.8% | $2,631+59.2% |
| Participant deferral / active EE | $8,641 | $6,636+30.2% | $7,997+8.0% | $4,212+105.2% |
| Admin fee / account holder | $20,493 | $8,568+139.2% | $13,435+52.5% | $7,344+179.1% |