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 | $87,719 | $64,348+36.3% | $90,160-2.7% | $70,131+25.1% |
| Participation rate | 76.8% | 70.4%+6.3pp | 76.9%-0.1pp | 69.5%+7.2pp |
| Annual return | 22.46% | 28.13%-5.7pp | 34.88%-12.4pp | 73.14%-50.7pp |
| Employer contribution / active EE | $932 | $2,046-54.4% | $3,318-71.9% | $2,342-60.2% |
| Participant deferral / active EE | $6,049 | $4,389+37.8% | $5,288+14.4% | $3,332+81.6% |
| Admin fee / account holder | $2,114 | $3,944-46.4% | $5,943-64.4% | $4,645-54.5% |