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 | $143,004 | $89,753+59.3% | $107,525+33.0% | $84,808+68.6% |
| Participation rate | 92.3% | 68.1%+24.2pp | 75.1%+17.2pp | 68.3%+24.0pp |
| Annual return | 13.26% | 29.48%-16.2pp | 181.32%-168.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,730 | $3,113-44.4% | $3,754-53.9% | $2,631-34.2% |
| Participant deferral / active EE | $5,985 | $4,056+47.6% | $5,116+17.0% | $4,212+42.1% |
| Admin fee / account holder | $11,743 | $7,222+62.6% | $8,919+31.7% | $7,344+59.9% |