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 | $129,508 | $95,803+35.2% | $113,168+14.4% | $84,808+52.7% |
| Participation rate | 73.8% | 72.9%+0.9pp | 76.6%-2.8pp | 68.3%+5.5pp |
| Annual return | 14.61% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $4,118 | $2,360+74.5% | $2,975+38.4% | $2,631+56.5% |
| Participant deferral / active EE | $8,554 | $4,242+101.6% | $5,107+67.5% | $4,212+103.1% |
| Admin fee / account holder | $9,352 | $8,989+4.0% | $12,068-22.5% | $7,344+27.3% |