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 | $123,889 | $67,606+83.3% | $82,313+50.5% | $70,131+76.7% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.9%+8.3pp | 69.5%+15.6pp |
| Annual return | 13.16% | 21.57%-8.4pp | 25.88%-12.7pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,038 | $1,755-40.8% | $2,428-57.2% | $2,342-55.7% |
| Participant deferral / active EE | $2,396 | $2,987-19.8% | $3,706-35.4% | $3,332-28.1% |
| Admin fee / account holder | $2,443 | $4,512-45.9% | $5,608-56.4% | $4,645-47.4% |