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 | $108,371 | $78,672+37.8% | $109,143-0.7% | $85,850+26.2% |
| Participation rate | 72.3% | 68.3%+4.0pp | 75.9%-3.6pp | 69.3%+3.0pp |
| Annual return | 13.18% | 25.09%-11.9pp | 25.75%-12.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $749 | $2,735-72.6% | $3,722-79.9% | $2,565-70.8% |
| Participant deferral / active EE | $4,531 | $3,467+30.7% | $4,653-2.6% | $3,952+14.7% |
| Admin fee / account holder | $2,913 | $5,469-46.7% | $6,752-56.9% | $6,260-53.5% |