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 | $113,827 | $109,413+4.0% | $156,263-27.2% | $84,808+34.2% |
| Participation rate | 76.0% | 72.7%+3.3pp | 78.9%-2.9pp | 68.3%+7.7pp |
| Annual return | 16.92% | 20.18%-3.3pp | 59.47%-42.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,634 | $2,907-43.8% | $4,333-62.3% | $2,631-37.9% |
| Participant deferral / active EE | $3,361 | $4,590-26.8% | $6,158-45.4% | $4,212-20.2% |
| Admin fee / account holder | $6,298 | $9,357-32.7% | $14,255-55.8% | $7,344-14.2% |