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 | $100,368 | $125,758-20.2% | $169,993-41.0% | $75,163+33.5% |
| Participation rate | 93.8% | 83.6%+10.2pp | 87.0%+6.8pp | 67.2%+26.6pp |
| Annual return | 15.75% | 27.20%-11.5pp | 53.37%-37.6pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,734 | $4,615-62.4% | $6,785-74.4% | $2,670-35.1% |
| Participant deferral / active EE | $3,262 | $6,837-52.3% | $10,408-68.7% | $4,125-20.9% |
| Admin fee / account holder | $2,920 | $8,173-64.3% | $12,815-77.2% | $5,651-48.3% |