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 | $98,921 | $78,672+25.7% | $109,143-9.4% | $85,850+15.2% |
| Participation rate | 73.3% | 68.3%+5.1pp | 75.9%-2.5pp | 69.3%+4.0pp |
| Annual return | 13.41% | 25.09%-11.7pp | 25.75%-12.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,111 | $2,735-59.4% | $3,722-70.2% | $2,565-56.7% |
| Participant deferral / active EE | $2,016 | $3,467-41.8% | $4,653-56.7% | $3,952-49.0% |
| Admin fee / account holder | $5,749 | $5,469+5.1% | $6,752-14.9% | $6,260-8.2% |