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 | $134,894 | $54,762+146.3% | $90,281+49.4% | $72,985+84.8% |
| Participation rate | 82.1% | 65.1%+16.9pp | 73.3%+8.8pp | 69.5%+12.6pp |
| Annual return | 17.59% | 30.63%-13.0pp | 78.10%-60.5pp | 81.00%-63.4pp |
| Employer contribution / active EE | $3,669 | $2,092+75.3% | $2,854+28.5% | $2,440+50.4% |
| Participant deferral / active EE | $6,225 | $2,887+115.6% | $3,885+60.2% | $3,607+72.6% |
| Admin fee / account holder | $1,990 | $3,972-49.9% | $5,351-62.8% | $5,124-61.2% |