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 | $127,524 | $101,724+25.4% | $164,813-22.6% | $80,856+57.7% |
| Participation rate | 76.9% | 71.8%+5.1pp | 78.6%-1.7pp | 67.6%+9.3pp |
| Annual return | 23.39% | 16.72%+6.7pp | 69.93%-46.5pp | 35.59%-12.2pp |
| Employer contribution / active EE | $2,772 | $2,953-6.2% | $4,341-36.2% | $2,755+0.6% |
| Participant deferral / active EE | $7,445 | $4,477+66.3% | $6,031+23.4% | $4,296+73.3% |
| Admin fee / account holder | $1,407 | $8,227-82.9% | $12,690-88.9% | $6,918-79.7% |