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 | $152,968 | $86,929+76.0% | $102,423+49.3% | $80,856+89.2% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.6%+8.2pp |
| Annual return | 13.78% | 18.88%-5.1pp | 29.32%-15.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,958 | $2,369-17.4% | $3,023-35.2% | $2,755-28.9% |
| Participant deferral / active EE | $7,947 | $4,118+93.0% | $5,053+57.3% | $4,296+85.0% |
| Admin fee / account holder | $1,275 | $8,049-84.2% | $9,451-86.5% | $6,918-81.6% |