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 | $144,315 | $71,050+103.1% | $93,606+54.2% | $80,856+78.5% |
| Participation rate | 75.3% | 60.4%+14.9pp | 68.7%+6.5pp | 67.6%+7.6pp |
| Annual return | 14.99% | 11.26%+3.7pp | 133.20%-118.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,121 | $1,564+35.6% | $2,420-12.4% | $2,755-23.0% |
| Participant deferral / active EE | $4,351 | $4,034+7.9% | $4,411-1.4% | $4,296+1.3% |
| Admin fee / account holder | $13,304 | $6,945+91.6% | $8,285+60.6% | $6,918+92.3% |