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 | $105,054 | $86,929+20.8% | $102,423+2.6% | $80,856+29.9% |
| Participation rate | 75.7% | 72.4%+3.3pp | 76.5%-0.8pp | 67.6%+8.0pp |
| Annual return | 12.31% | 18.88%-6.6pp | 29.32%-17.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,768 | $2,369-25.4% | $3,023-41.5% | $2,755-35.8% |
| Participant deferral / active EE | $3,059 | $4,118-25.7% | $5,053-39.5% | $4,296-28.8% |
| Admin fee / account holder | $2,967 | $8,049-63.1% | $9,451-68.6% | $6,918-57.1% |