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 | $121,880 | $73,933+64.9% | $96,683+26.1% | $75,163+62.2% |
| Participation rate | 78.6% | 66.4%+12.1pp | 74.3%+4.2pp | 67.2%+11.4pp |
| Annual return | 18.12% | 26.70%-8.6pp | 35.69%-17.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,495 | $2,928-14.8% | $3,737-33.2% | $2,670-6.5% |
| Participant deferral / active EE | $5,408 | $3,659+47.8% | $4,878+10.9% | $4,125+31.1% |
| Admin fee / account holder | $2,175 | $5,216-58.3% | $6,730-67.7% | $5,651-61.5% |