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 | $128,050 | $95,266+34.4% | $82,389+55.4% | $142,382-10.1% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.5%+8.2pp | 80.1%-2.3pp |
| Annual return | 30.10% | 25.74%+4.4pp | 28.67%+1.4pp | 217.08%-187.0pp |
| Employer contribution / active EE | $2,608 | $2,991-12.8% | $2,517+3.6% | $4,299-39.3% |
| Participant deferral / active EE | $5,853 | $4,809+21.7% | $4,155+40.9% | $6,507-10.1% |
| Admin fee / account holder | $34,975 | $8,563+308.4% | $7,231+383.7% | $12,624+177.1% |