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 | $97,768 | $58,512+67.1% | $84,015+16.4% | $72,985+34.0% |
| Participation rate | 71.0% | 61.2%+9.7pp | 69.0%+2.0pp | 69.5%+1.5pp |
| Annual return | 25.58% | 28.93%-3.4pp | 71.31%-45.7pp | 81.00%-55.4pp |
| Employer contribution / active EE | $921 | $1,163-20.8% | $1,983-53.5% | $2,440-62.2% |
| Participant deferral / active EE | $2,569 | $2,394+7.3% | $3,239-20.7% | $3,607-28.8% |
| Admin fee / account holder | $4,675 | $4,569+2.3% | $6,101-23.4% | $5,124-8.8% |