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 | $113,958 | $80,673+41.3% | $101,326+12.5% | $84,808+34.4% |
| Participation rate | 73.0% | 77.8%-4.8pp | 81.5%-8.5pp | 68.3%+4.7pp |
| Annual return | 16.00% | 38.95%-23.0pp | 36.82%-20.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,424 | $2,698-47.2% | $3,665-61.2% | $2,631-45.9% |
| Participant deferral / active EE | $3,952 | $6,840-42.2% | $7,994-50.6% | $4,212-6.2% |
| Admin fee / account holder | $1,496 | $12,784-88.3% | $11,185-86.6% | $7,344-79.6% |