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 | $126,026 | $76,367+65.0% | $93,606+34.6% | $72,985+72.7% |
| Participation rate | 78.8% | 71.7%+7.0pp | 75.8%+3.0pp | 69.5%+9.3pp |
| Annual return | 22.79% | 25.82%-3.0pp | 32.76%-10.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,499 | $2,275-34.1% | $2,718-44.8% | $2,440-38.6% |
| Participant deferral / active EE | $2,472 | $3,538-30.1% | $4,069-39.2% | $3,607-31.5% |
| Admin fee / account holder | $2,957 | $6,838-56.8% | $7,888-62.5% | $5,124-42.3% |