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 | $118,374 | $81,460+45.3% | $103,333+14.6% | $80,856+46.4% |
| Participation rate | 89.6% | 66.8%+22.7pp | 74.5%+15.1pp | 67.6%+21.9pp |
| Annual return | 24.52% | 25.55%-1.0pp | 24.88%-0.4pp | 35.59%-11.1pp |
| Employer contribution / active EE | $1,332 | $3,105-57.1% | $3,868-65.6% | $2,755-51.7% |
| Participant deferral / active EE | $3,830 | $3,869-1.0% | $5,057-24.3% | $4,296-10.8% |
| Admin fee / account holder | $822 | $6,566-87.5% | $8,355-90.2% | $6,918-88.1% |