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 | $145,116 | $86,929+66.9% | $102,423+41.7% | $80,856+79.5% |
| Participation rate | 75.6% | 72.4%+3.2pp | 76.5%-0.9pp | 67.6%+7.9pp |
| Annual return | 19.46% | 18.88%+0.6pp | 29.32%-9.9pp | 35.59%-16.1pp |
| Employer contribution / active EE | $2,493 | $2,369+5.2% | $3,023-17.6% | $2,755-9.5% |
| Participant deferral / active EE | $5,986 | $4,118+45.3% | $5,053+18.5% | $4,296+39.3% |
| Admin fee / account holder | $1,520 | $8,049-81.1% | $9,451-83.9% | $6,918-78.0% |