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 | $114,645 | $81,248+41.1% | $155,509-26.3% | $80,856+41.8% |
| Participation rate | 92.9% | 66.2%+26.6pp | 78.2%+14.7pp | 67.6%+25.2pp |
| Annual return | 19.47% | 33.31%-13.8pp | 64.67%-45.2pp | 35.59%-16.1pp |
| Employer contribution / active EE | $2,175 | $3,100-29.8% | $4,672-53.5% | $2,755-21.0% |
| Participant deferral / active EE | $5,029 | $3,452+45.7% | $5,626-10.6% | $4,296+17.1% |
| Admin fee / account holder | $1,260 | $7,997-84.2% | $15,912-92.1% | $6,918-81.8% |