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 | $138,775 | $78,422+77.0% | $95,952+44.6% | $79,858+73.8% |
| Participation rate | 81.5% | 73.5%+8.0pp | 77.1%+4.4pp | 69.6%+11.8pp |
| Annual return | 15.22% | 19.37%-4.2pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $951 | $1,945-51.1% | $2,541-62.6% | $2,471-61.5% |
| Participant deferral / active EE | $4,901 | $3,440+42.5% | $4,167+17.6% | $3,740+31.0% |
| Admin fee / account holder | $7,711 | $5,622+37.2% | $6,795+13.5% | $5,306+45.3% |