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 | $103,698 | $58,523+77.2% | $99,443+4.3% | $72,985+42.1% |
| Participation rate | 77.5% | 64.6%+12.9pp | 73.8%+3.7pp | 69.5%+8.0pp |
| Annual return | 21.27% | 28.51%-7.2pp | 30.72%-9.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,657 | $1,512+9.6% | $2,540-34.7% | $2,440-32.1% |
| Participant deferral / active EE | $3,888 | $2,606+49.2% | $3,619+7.4% | $3,607+7.8% |
| Admin fee / account holder | $1,759 | $4,102-57.1% | $6,250-71.9% | $5,124-65.7% |