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 | $143,367 | $58,512+145.0% | $84,015+70.6% | $72,985+96.4% |
| Participation rate | 71.0% | 61.2%+9.7pp | 69.0%+2.0pp | 69.5%+1.5pp |
| Annual return | 18.62% | 28.93%-10.3pp | 71.31%-52.7pp | 81.00%-62.4pp |
| Employer contribution / active EE | $2,008 | $1,163+72.6% | $1,983+1.2% | $2,440-17.7% |
| Participant deferral / active EE | $4,794 | $2,394+100.3% | $3,239+48.0% | $3,607+32.9% |
| Admin fee / account holder | $4,161 | $4,569-8.9% | $6,101-31.8% | $5,124-18.8% |