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 | $126,654 | $80,968+56.4% | $96,544+31.2% | $75,163+68.5% |
| Participation rate | 70.6% | 71.8%-1.2pp | 76.0%-5.4pp | 67.2%+3.4pp |
| Annual return | 21.92% | 27.06%-5.1pp | 25.84%-3.9pp | 160.62%-138.7pp |
| Employer contribution / active EE | $1,093 | $2,282-52.1% | $2,965-63.1% | $2,670-59.1% |
| Participant deferral / active EE | $5,651 | $3,928+43.9% | $4,851+16.5% | $4,125+37.0% |
| Admin fee / account holder | $4,332 | $6,724-35.6% | $8,252-47.5% | $5,651-23.3% |