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 | $144,592 | $101,724+42.1% | $164,813-12.3% | $80,856+78.8% |
| Participation rate | 77.8% | 71.8%+5.9pp | 78.6%-0.8pp | 67.6%+10.1pp |
| Annual return | 24.99% | 16.72%+8.3pp | 69.93%-44.9pp | 35.59%-10.6pp |
| Employer contribution / active EE | $1,053 | $2,953-64.3% | $4,341-75.7% | $2,755-61.8% |
| Participant deferral / active EE | $7,484 | $4,477+67.2% | $6,031+24.1% | $4,296+74.2% |
| Admin fee / account holder | $7,559 | $8,227-8.1% | $12,690-40.4% | $6,918+9.3% |