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 | $78,137 | $65,365+19.5% | $92,893-15.9% | $72,985+7.1% |
| Participation rate | 76.0% | 68.3%+7.7pp | 76.0%0pp | 69.5%+6.5pp |
| Annual return | 17.78% | 42.10%-24.3pp | 109.41%-91.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $2,770 | $2,594+6.8% | $3,653-24.2% | $2,440+13.5% |
| Participant deferral / active EE | $3,242 | $3,128+3.6% | $4,236-23.5% | $3,607-10.1% |
| Admin fee / account holder | $7,497 | $4,251+76.3% | $5,794+29.4% | $5,124+46.3% |