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 | $122,482 | $67,606+81.2% | $82,313+48.8% | $70,131+74.6% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 23.34% | 21.57%+1.8pp | 25.88%-2.5pp | 73.14%-49.8pp |
| Employer contribution / active EE | $853 | $1,755-51.4% | $2,428-64.9% | $2,342-63.6% |
| Participant deferral / active EE | $4,097 | $2,987+37.2% | $3,706+10.6% | $3,332+23.0% |
| Admin fee / account holder | $2,661 | $4,512-41.0% | $5,608-52.5% | $4,645-42.7% |