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 | $119,892 | $109,413+9.6% | $156,263-23.3% | $84,808+41.4% |
| Participation rate | 76.1% | 72.7%+3.4pp | 78.9%-2.8pp | 68.3%+7.8pp |
| Annual return | 13.13% | 20.18%-7.1pp | 59.47%-46.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,024 | $2,907-30.4% | $4,333-53.3% | $2,631-23.1% |
| Participant deferral / active EE | $7,227 | $4,590+57.5% | $6,158+17.4% | $4,212+71.6% |
| Admin fee / account holder | $2,842 | $9,357-69.6% | $14,255-80.1% | $7,344-61.3% |