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 | $81,078 | $109,413-25.9% | $156,263-48.1% | $84,808-4.4% |
| Participation rate | 92.9% | 72.7%+20.2pp | 78.9%+13.9pp | 68.3%+24.5pp |
| Annual return | 14.04% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,791 | $2,907-38.4% | $4,333-58.7% | $2,631-31.9% |
| Participant deferral / active EE | $4,532 | $4,590-1.3% | $6,158-26.4% | $4,212+7.6% |
| Admin fee / account holder | $1,997 | $9,357-78.7% | $14,255-86.0% | $7,344-72.8% |