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 | $124,425 | $92,985+33.8% | $153,485-18.9% | $80,856+53.9% |
| Participation rate | 76.5% | 69.0%+7.5pp | 77.1%-0.6pp | 67.6%+8.8pp |
| Annual return | 20.54% | 19.95%+0.6pp | 15.65%+4.9pp | 35.59%-15.1pp |
| Employer contribution / active EE | $2,475 | $3,507-29.4% | $5,039-50.9% | $2,755-10.2% |
| Participant deferral / active EE | $3,049 | $5,178-41.1% | $6,757-54.9% | $4,296-29.0% |
| Admin fee / account holder | $7,992 | $8,880-10.0% | $12,724-37.2% | $6,918+15.5% |