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 | $94,507 | $81,248+16.3% | $155,509-39.2% | $80,856+16.9% |
| Participation rate | 78.4% | 66.2%+12.1pp | 78.2%+0.2pp | 67.6%+10.7pp |
| Annual return | 28.92% | 33.31%-4.4pp | 64.67%-35.7pp | 35.59%-6.7pp |
| Employer contribution / active EE | $5,497 | $3,100+77.3% | $4,672+17.6% | $2,755+99.5% |
| Participant deferral / active EE | $3,685 | $3,452+6.8% | $5,626-34.5% | $4,296-14.2% |
| Admin fee / account holder | $2,161 | $7,997-73.0% | $15,912-86.4% | $6,918-68.8% |