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 | $124,918 | $109,413+14.2% | $156,263-20.1% | $84,808+47.3% |
| Participation rate | 72.1% | 72.7%-0.6pp | 78.9%-6.8pp | 68.3%+3.8pp |
| Annual return | 19.57% | 20.18%-0.6pp | 59.47%-39.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,291 | $2,907-21.2% | $4,333-47.1% | $2,631-12.9% |
| Participant deferral / active EE | $4,883 | $4,590+6.4% | $6,158-20.7% | $4,212+15.9% |
| Admin fee / account holder | $23,340 | $9,357+149.5% | $14,255+63.7% | $7,344+217.8% |