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 | $117,908 | $93,571+26.0% | $135,903-13.2% | $75,163+56.9% |
| Participation rate | 84.9% | 75.2%+9.7pp | 81.9%+3.0pp | 67.2%+17.7pp |
| Annual return | 21.76% | 30.90%-9.1pp | 68.23%-46.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,325 | $3,537-34.3% | $4,856-52.1% | $2,670-12.9% |
| Participant deferral / active EE | $4,329 | $6,404-32.4% | $7,758-44.2% | $4,125+4.9% |
| Admin fee / account holder | $5,462 | $6,975-21.7% | $10,762-49.2% | $5,651-3.3% |