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 | $139,879 | $181,894-23.1% | $156,549-10.6% | $273,961-48.9% |
| Participation rate | 85.0% | 88.4%-3.4pp | 84.0%+1.0pp | 83.0%+2.0pp |
| Annual return | 6.17% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,803 | $6,248-71.1% | $5,501-67.2% | $4,869-63.0% |
| Participant deferral / active EE | $4,548 | $5,550-18.1% | $4,871-6.6% | $5,287-14.0% |
| Admin fee / account holder | $4,027 | $15,559-74.1% | $13,027-69.1% | $10,132-60.3% |