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 | $113,162 | $72,277+56.6% | $101,248+11.8% | $79,858+41.7% |
| Participation rate | 75.8% | 68.5%+7.3pp | 75.8%-0.1pp | 69.6%+6.1pp |
| Annual return | 17.83% | 22.30%-4.5pp | 46.47%-28.6pp | 31.71%-13.9pp |
| Employer contribution / active EE | $5,305 | $2,692+97.1% | $3,660+45.0% | $2,471+114.7% |
| Participant deferral / active EE | $1,948 | $3,282-40.7% | $4,370-55.4% | $3,740-47.9% |
| Admin fee / account holder | $1,209 | $4,400-72.5% | $5,945-79.7% | $5,306-77.2% |