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 8-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 | $122,031 | $80,717+51.2% | $154,803-21.2% | $84,808+43.9% |
| Participation rate | 78.6% | 66.8%+11.8pp | 78.1%+0.5pp | 68.3%+10.3pp |
| Annual return | 17.28% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,151 | $2,761-22.1% | $4,305-50.0% | $2,631-18.2% |
| Participant deferral / active EE | $4,333 | $3,303+31.2% | $5,540-21.8% | $4,212+2.9% |
| Admin fee / account holder | $1,236 | $6,746-81.7% | $14,329-91.4% | $7,344-83.2% |