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 | $111,821 | $80,717+38.5% | $154,803-27.8% | $84,808+31.9% |
| Participation rate | 84.8% | 66.8%+18.0pp | 78.1%+6.7pp | 68.3%+16.5pp |
| Annual return | 17.48% | 37.96%-20.5pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,076 | $2,761-24.8% | $4,305-51.8% | $2,631-21.1% |
| Participant deferral / active EE | $4,899 | $3,303+48.3% | $5,540-11.6% | $4,212+16.3% |
| Admin fee / account holder | $4,787 | $6,746-29.0% | $14,329-66.6% | $7,344-34.8% |