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 | $120,626 | $80,717+49.4% | $154,803-22.1% | $84,808+42.2% |
| Participation rate | 71.1% | 66.8%+4.2pp | 78.1%-7.0pp | 68.3%+2.7pp |
| Annual return | 20.25% | 37.96%-17.7pp | 58.88%-38.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,501 | $2,761-9.4% | $4,305-41.9% | $2,631-4.9% |
| Participant deferral / active EE | $4,430 | $3,303+34.1% | $5,540-20.0% | $4,212+5.2% |
| Admin fee / account holder | $3,734 | $6,746-44.7% | $14,329-73.9% | $7,344-49.2% |