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 | $97,056 | $60,349+60.8% | $74,183+30.8% | $62,891+54.3% |
| Participation rate | 70.6% | 72.7%-2.1pp | 76.6%-6.0pp | 69.3%+1.3pp |
| Annual return | 9.51% | 21.37%-11.9pp | 17.74%-8.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $802 | $1,680-52.2% | $2,370-66.1% | $2,281-64.8% |
| Participant deferral / active EE | $3,210 | $2,856+12.4% | $3,550-9.6% | $3,203+0.2% |
| Admin fee / account holder | $4,352 | $4,261+2.1% | $5,586-22.1% | $4,296+1.3% |