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 | $96,658 | $72,492+33.3% | $87,100+11.0% | $72,985+32.4% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+7.0pp |
| Annual return | 23.44% | 24.46%-1.0pp | 28.19%-4.7pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,479 | $1,894-21.9% | $2,521-41.3% | $2,440-39.4% |
| Participant deferral / active EE | $4,006 | $3,270+22.5% | $4,049-1.1% | $3,607+11.0% |
| Admin fee / account holder | $4,779 | $5,055-5.4% | $7,497-36.2% | $5,124-6.7% |