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 | $136,679 | $89,753+52.3% | $107,525+27.1% | $84,808+61.2% |
| Participation rate | 89.2% | 68.1%+21.1pp | 75.1%+14.1pp | 68.3%+20.9pp |
| Annual return | 16.56% | 29.48%-12.9pp | 181.32%-164.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,538 | $3,113+13.6% | $3,754-5.8% | $2,631+34.5% |
| Participant deferral / active EE | $5,810 | $4,056+43.2% | $5,116+13.6% | $4,212+38.0% |
| Admin fee / account holder | $3,310 | $7,222-54.2% | $8,919-62.9% | $7,344-54.9% |