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 | $124,269 | $72,277+71.9% | $101,248+22.7% | $79,858+55.6% |
| Participation rate | 71.4% | 68.5%+3.0pp | 75.8%-4.4pp | 69.6%+1.8pp |
| Annual return | 10.81% | 22.30%-11.5pp | 46.47%-35.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,578 | $2,692-41.4% | $3,660-56.9% | $2,471-36.1% |
| Participant deferral / active EE | $2,400 | $3,282-26.9% | $4,370-45.1% | $3,740-35.8% |
| Admin fee / account holder | $1,035 | $4,400-76.5% | $5,945-82.6% | $5,306-80.5% |