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 | $130,229 | $58,512+122.6% | $84,015+55.0% | $72,985+78.4% |
| Participation rate | 70.6% | 61.2%+9.4pp | 69.0%+1.6pp | 69.5%+1.1pp |
| Annual return | 17.56% | 28.93%-11.4pp | 71.31%-53.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,741 | $1,163+49.7% | $1,983-12.2% | $2,440-28.7% |
| Participant deferral / active EE | $3,723 | $2,394+55.5% | $3,239+15.0% | $3,607+3.2% |
| Admin fee / account holder | $13,370 | $4,569+192.6% | $6,101+119.2% | $5,124+160.9% |