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 | $80,542 | $125,758-36.0% | $169,993-52.6% | $75,163+7.2% |
| Participation rate | 75.8% | 83.6%-7.8pp | 87.0%-11.2pp | 67.2%+8.6pp |
| Annual return | 13.96% | 27.20%-13.2pp | 53.37%-39.4pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,941 | $4,615-57.9% | $6,785-71.4% | $2,670-27.3% |
| Participant deferral / active EE | $6,683 | $6,837-2.3% | $10,408-35.8% | $4,125+62.0% |
| Admin fee / account holder | $2,111 | $8,173-74.2% | $12,815-83.5% | $5,651-62.6% |