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 | $97,153 | $83,477+16.4% | $125,175-22.4% | $72,985+33.1% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.5%+18.0pp |
| Annual return | 21.44% | 25.78%-4.3pp | 43.79%-22.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $880 | $2,345-62.5% | $3,865-77.2% | $2,440-63.9% |
| Participant deferral / active EE | $4,827 | $3,585+34.6% | $4,937-2.2% | $3,607+33.8% |
| Admin fee / account holder | $2,473 | $5,517-55.2% | $9,702-74.5% | $5,124-51.7% |