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 | $107,051 | $59,839+78.9% | $81,983+30.6% | $79,858+34.1% |
| Participation rate | 74.1% | 61.6%+12.5pp | 69.2%+4.8pp | 69.6%+4.4pp |
| Annual return | 15.74% | 17.56%-1.8pp | 41.31%-25.6pp | 31.71%-16.0pp |
| Employer contribution / active EE | $890 | $1,713-48.1% | $2,498-64.4% | $2,471-64.0% |
| Participant deferral / active EE | $4,033 | $2,695+49.6% | $3,722+8.3% | $3,740+7.8% |
| Admin fee / account holder | $11,186 | $4,287+160.9% | $5,664+97.5% | $5,306+110.8% |