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 | $120,549 | $109,881+9.7% | $150,045-19.7% | $84,808+42.1% |
| Participation rate | 79.4% | 76.1%+3.3pp | 82.3%-2.9pp | 68.3%+11.1pp |
| Annual return | 17.90% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,528 | $3,561-0.9% | $4,693-24.8% | $2,631+34.1% |
| Participant deferral / active EE | $7,790 | $6,636+17.4% | $7,997-2.6% | $4,212+85.0% |
| Admin fee / account holder | $2,309 | $8,568-73.0% | $13,435-82.8% | $7,344-68.6% |