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 | $144,952 | $80,673+79.7% | $101,326+43.1% | $84,808+70.9% |
| Participation rate | 85.2% | 77.8%+7.4pp | 81.5%+3.7pp | 68.3%+16.9pp |
| Annual return | 15.66% | 38.95%-23.3pp | 36.82%-21.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,475 | $2,698+28.8% | $3,665-5.2% | $2,631+32.1% |
| Participant deferral / active EE | $6,272 | $6,840-8.3% | $7,994-21.5% | $4,212+48.9% |
| Admin fee / account holder | $3,364 | $12,784-73.7% | $11,185-69.9% | $7,344-54.2% |