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 | $140,477 | $51,175+174.5% | $70,515+99.2% | $75,163+86.9% |
| Participation rate | 80.0% | 60.9%+19.1pp | 68.3%+11.7pp | 67.2%+12.8pp |
| Annual return | 16.56% | 30.02%-13.5pp | 32.77%-16.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $778 | $1,826-57.4% | $2,973-73.8% | $2,670-70.8% |
| Participant deferral / active EE | $1,535 | $2,849-46.1% | $4,567-66.4% | $4,125-62.8% |
| Admin fee / account holder | $3,607 | $4,091-11.8% | $6,412-43.7% | $5,651-36.2% |