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 | $64,364 | $47,848+34.5% | $81,478-21.0% | $70,131-8.2% |
| Participation rate | 79.3% | 58.3%+21.0pp | 68.0%+11.4pp | 69.5%+9.8pp |
| Annual return | 15.27% | 27.25%-12.0pp | 38.78%-23.5pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,707 | $1,527+11.8% | $2,568-33.5% | $2,342-27.1% |
| Participant deferral / active EE | $3,289 | $2,453+34.1% | $3,537-7.0% | $3,332-1.3% |
| Admin fee / account holder | $739 | $3,145-76.5% | $4,561-83.8% | $4,645-84.1% |