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 | $56,619 | $54,762+3.4% | $90,281-37.3% | $72,985-22.4% |
| Participation rate | 76.7% | 65.1%+11.5pp | 73.3%+3.4pp | 69.5%+7.2pp |
| Annual return | 23.89% | 30.63%-6.7pp | 78.10%-54.2pp | 81.00%-57.1pp |
| Employer contribution / active EE | $886 | $2,092-57.7% | $2,854-69.0% | $2,440-63.7% |
| Participant deferral / active EE | $3,032 | $2,887+5.0% | $3,885-22.0% | $3,607-15.9% |
| Admin fee / account holder | $868 | $3,972-78.1% | $5,351-83.8% | $5,124-83.1% |