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 | $83,217 | $72,277+15.1% | $101,248-17.8% | $79,858+4.2% |
| Participation rate | 87.2% | 68.5%+18.7pp | 75.8%+11.4pp | 69.6%+17.5pp |
| Annual return | 13.85% | 22.30%-8.4pp | 46.47%-32.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $829 | $2,692-69.2% | $3,660-77.3% | $2,471-66.4% |
| Participant deferral / active EE | $4,583 | $3,282+39.7% | $4,370+4.9% | $3,740+22.5% |
| Admin fee / account holder | $1,036 | $4,400-76.5% | $5,945-82.6% | $5,306-80.5% |