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 | $126,434 | $92,985+36.0% | $153,485-17.6% | $80,856+56.4% |
| Participation rate | 75.0% | 69.0%+6.0pp | 77.1%-2.1pp | 67.6%+7.4pp |
| Annual return | 17.78% | 19.95%-2.2pp | 15.65%+2.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $6,023 | $3,507+71.7% | $5,039+19.5% | $2,755+118.6% |
| Participant deferral / active EE | $10,556 | $5,178+103.9% | $6,757+56.2% | $4,296+145.7% |
| Admin fee / account holder | $5,973 | $8,880-32.7% | $12,724-53.1% | $6,918-13.7% |