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 5-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 | $108,345 | $81,248+33.4% | $155,509-30.3% | $80,856+34.0% |
| Participation rate | 77.8% | 66.2%+11.5pp | 78.2%-0.4pp | 67.6%+10.1pp |
| Annual return | 11.70% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,096 | $3,100-32.4% | $4,672-55.1% | $2,755-23.9% |
| Participant deferral / active EE | $5,985 | $3,452+73.4% | $5,626+6.4% | $4,296+39.3% |
| Admin fee / account holder | $4,591 | $7,997-42.6% | $15,912-71.1% | $6,918-33.6% |