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 | $129,646 | $86,929+49.1% | $102,423+26.6% | $80,856+60.3% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.6%+13.8pp |
| Annual return | 19.21% | 18.88%+0.3pp | 29.32%-10.1pp | 35.59%-16.4pp |
| Employer contribution / active EE | $866 | $2,369-63.4% | $3,023-71.4% | $2,755-68.6% |
| Participant deferral / active EE | $4,958 | $4,118+20.4% | $5,053-1.9% | $4,296+15.4% |
| Admin fee / account holder | $29,961 | $8,049+272.2% | $9,451+217.0% | $6,918+333.1% |