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 | $118,959 | $76,367+55.8% | $93,606+27.1% | $72,985+63.0% |
| Participation rate | 84.6% | 71.7%+12.9pp | 75.8%+8.8pp | 69.5%+15.1pp |
| Annual return | 22.83% | 25.82%-3.0pp | 32.76%-9.9pp | 81.00%-58.2pp |
| Employer contribution / active EE | $614 | $2,275-73.0% | $2,718-77.4% | $2,440-74.9% |
| Participant deferral / active EE | $3,135 | $3,538-11.4% | $4,069-22.9% | $3,607-13.1% |
| Admin fee / account holder | $3,014 | $6,838-55.9% | $7,888-61.8% | $5,124-41.2% |