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 | $118,696 | $70,428+68.5% | $96,562+22.9% | $85,850+38.3% |
| Participation rate | 76.7% | 61.8%+14.9pp | 69.8%+6.9pp | 69.3%+7.4pp |
| Annual return | 19.07% | 18.59%+0.5pp | 37.78%-18.7pp | 318.53%-299.5pp |
| Employer contribution / active EE | $1,213 | $1,413-14.2% | $2,356-48.5% | $2,565-52.7% |
| Participant deferral / active EE | $5,035 | $2,894+74.0% | $3,849+30.8% | $3,952+27.4% |
| Admin fee / account holder | $903 | $4,997-81.9% | $6,181-85.4% | $6,260-85.6% |