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 | $107,969 | $95,803+12.7% | $113,168-4.6% | $84,808+27.3% |
| Participation rate | 79.5% | 72.9%+6.6pp | 76.6%+2.9pp | 68.3%+11.2pp |
| Annual return | 23.67% | 25.00%-1.3pp | 24.27%-0.6pp | 40.90%-17.2pp |
| Employer contribution / active EE | $709 | $2,360-69.9% | $2,975-76.2% | $2,631-73.0% |
| Participant deferral / active EE | $3,299 | $4,242-22.2% | $5,107-35.4% | $4,212-21.7% |
| Admin fee / account holder | $1,900 | $8,989-78.9% | $12,068-84.3% | $7,344-74.1% |