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 | $126,836 | $109,413+15.9% | $156,263-18.8% | $84,808+49.6% |
| Participation rate | 73.3% | 72.7%+0.6pp | 78.9%-5.6pp | 68.3%+5.0pp |
| Annual return | 15.02% | 20.18%-5.2pp | 59.47%-44.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,324 | $2,907+14.4% | $4,333-23.3% | $2,631+26.4% |
| Participant deferral / active EE | $7,553 | $4,590+64.6% | $6,158+22.6% | $4,212+79.3% |
| Admin fee / account holder | $5,604 | $9,357-40.1% | $14,255-60.7% | $7,344-23.7% |