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 | $112,338 | $58,512+92.0% | $84,015+33.7% | $72,985+53.9% |
| Participation rate | 75.0% | 61.2%+13.8pp | 69.0%+6.0pp | 69.5%+5.5pp |
| Annual return | 17.88% | 28.93%-11.1pp | 71.31%-53.4pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,312 | $1,163+12.8% | $1,983-33.9% | $2,440-46.2% |
| Participant deferral / active EE | $4,457 | $2,394+86.2% | $3,239+37.6% | $3,607+23.6% |
| Admin fee / account holder | $525 | $4,569-88.5% | $6,101-91.4% | $5,124-89.7% |