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 | $142,566 | $109,413+30.3% | $156,263-8.8% | $84,808+68.1% |
| Participation rate | 88.6% | 72.7%+15.9pp | 78.9%+9.7pp | 68.3%+20.3pp |
| Annual return | 17.18% | 20.18%-3.0pp | 59.47%-42.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,923 | $2,907-33.8% | $4,333-55.6% | $2,631-26.9% |
| Participant deferral / active EE | $5,347 | $4,590+16.5% | $6,158-13.2% | $4,212+27.0% |
| Admin fee / account holder | $1,656 | $9,357-82.3% | $14,255-88.4% | $7,344-77.4% |