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 | $103,914 | $83,477+24.5% | $125,175-17.0% | $72,985+42.4% |
| Participation rate | 72.1% | 73.3%-1.2pp | 79.8%-7.7pp | 69.5%+2.6pp |
| Annual return | 21.18% | 25.78%-4.6pp | 43.79%-22.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,756 | $2,345-25.1% | $3,865-54.6% | $2,440-28.0% |
| Participant deferral / active EE | $3,928 | $3,585+9.5% | $4,937-20.4% | $3,607+8.9% |
| Admin fee / account holder | $7,304 | $5,517+32.4% | $9,702-24.7% | $5,124+42.5% |