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 | $133,973 | $109,881+21.9% | $150,045-10.7% | $84,808+58.0% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 14.20% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,133 | $3,561-12.0% | $4,693-33.2% | $2,631+19.1% |
| Participant deferral / active EE | $4,950 | $6,636-25.4% | $7,997-38.1% | $4,212+17.5% |
| Admin fee / account holder | $1,411 | $8,568-83.5% | $13,435-89.5% | $7,344-80.8% |