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 | $122,868 | $65,365+88.0% | $92,893+32.3% | $72,985+68.3% |
| Participation rate | 76.7% | 68.3%+8.4pp | 76.0%+0.7pp | 69.5%+7.2pp |
| Annual return | 26.68% | 42.10%-15.4pp | 109.41%-82.7pp | 81.00%-54.3pp |
| Employer contribution / active EE | $3,324 | $2,594+28.1% | $3,653-9.0% | $2,440+36.2% |
| Participant deferral / active EE | $7,161 | $3,128+128.9% | $4,236+69.0% | $3,607+98.5% |
| Admin fee / account holder | $6,708 | $4,251+57.8% | $5,794+15.8% | $5,124+30.9% |