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 | $72,387 | $67,411+7.4% | $91,001-20.5% | $70,131+3.2% |
| Participation rate | 75.0% | 71.4%+3.6pp | 75.6%-0.6pp | 69.5%+5.5pp |
| Annual return | 19.49% | -40.16%+59.7pp | 4.60%+14.9pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,399 | $1,786-21.7% | $2,456-43.0% | $2,342-40.3% |
| Participant deferral / active EE | $3,439 | $2,823+21.8% | $3,547-3.1% | $3,332+3.2% |
| Admin fee / account holder | $532 | $4,236-87.4% | $5,417-90.2% | $4,645-88.6% |