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 | $119,120 | $91,019+30.9% | $392,568-69.7% | $72,985+63.2% |
| Participation rate | 76.9% | 74.4%+2.6pp | 78.1%-1.1pp | 69.5%+7.4pp |
| Annual return | 23.20% | 20.00%+3.2pp | 24.42%-1.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,012 | $2,751-63.2% | $3,783-73.3% | $2,440-58.5% |
| Participant deferral / active EE | $5,327 | $4,570+16.6% | $5,985-11.0% | $3,607+47.7% |
| Admin fee / account holder | $4,672 | $4,895-4.6% | $6,260-25.4% | $5,124-8.8% |