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 | $121,596 | $93,571+30.0% | $135,903-10.5% | $75,163+61.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 21.21% | 30.90%-9.7pp | 68.23%-47.0pp | 160.62%-139.4pp |
| Employer contribution / active EE | $4,089 | $3,537+15.6% | $4,856-15.8% | $2,670+53.2% |
| Participant deferral / active EE | $9,041 | $6,404+41.2% | $7,758+16.5% | $4,125+119.2% |
| Admin fee / account holder | $1,802 | $6,975-74.2% | $10,762-83.3% | $5,651-68.1% |