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 | $123,113 | $109,881+12.0% | $150,045-17.9% | $84,808+45.2% |
| Participation rate | 78.6% | 76.1%+2.5pp | 82.3%-3.8pp | 68.3%+10.3pp |
| Annual return | 17.55% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,782 | $3,561-50.0% | $4,693-62.0% | $2,631-32.3% |
| Participant deferral / active EE | $4,664 | $6,636-29.7% | $7,997-41.7% | $4,212+10.7% |
| Admin fee / account holder | $10,665 | $8,568+24.5% | $13,435-20.6% | $7,344+45.2% |