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 | $144,073 | $95,803+50.4% | $113,168+27.3% | $84,808+69.9% |
| Participation rate | 76.7% | 72.9%+3.9pp | 76.6%+0.2pp | 68.3%+8.4pp |
| Annual return | 16.04% | 25.00%-9.0pp | 24.27%-8.2pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,212 | $2,360+36.1% | $2,975+8.0% | $2,631+22.1% |
| Participant deferral / active EE | $8,310 | $4,242+95.9% | $5,107+62.7% | $4,212+97.3% |
| Admin fee / account holder | $6,047 | $8,989-32.7% | $12,068-49.9% | $7,344-17.7% |