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 | $113,191 | $72,492+56.1% | $87,100+30.0% | $72,985+55.1% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 22.39% | 24.46%-2.1pp | 28.19%-5.8pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,373 | $1,894-27.5% | $2,521-45.5% | $2,440-43.7% |
| Participant deferral / active EE | $4,511 | $3,270+38.0% | $4,049+11.4% | $3,607+25.0% |
| Admin fee / account holder | $4,390 | $5,055-13.1% | $7,497-41.4% | $5,124-14.3% |