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 8-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 | $128,531 | $63,355+102.9% | $91,989+39.7% | $72,985+76.1% |
| Participation rate | 96.0% | 72.5%+23.5pp | 78.6%+17.4pp | 69.5%+26.5pp |
| Annual return | 21.73% | 35.35%-13.6pp | 69.02%-47.3pp | 81.00%-59.3pp |
| Employer contribution / active EE | $932 | $2,116-55.9% | $3,452-73.0% | $2,440-61.8% |
| Participant deferral / active EE | $8,327 | $4,883+70.5% | $5,923+40.6% | $3,607+130.8% |
| Admin fee / account holder | $20,422 | $4,668+337.5% | $7,743+163.8% | $5,124+298.5% |