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 | $118,119 | $81,460+45.0% | $103,333+14.3% | $80,856+46.1% |
| Participation rate | 71.1% | 66.8%+4.2pp | 74.5%-3.5pp | 67.6%+3.4pp |
| Annual return | 17.13% | 25.55%-8.4pp | 24.88%-7.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $6,947 | $3,105+123.7% | $3,868+79.6% | $2,755+152.2% |
| Participant deferral / active EE | $8,187 | $3,869+111.6% | $5,057+61.9% | $4,296+90.6% |
| Admin fee / account holder | $4,367 | $6,566-33.5% | $8,355-47.7% | $6,918-36.9% |