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 | $78,908 | $63,764+23.7% | $81,930-3.7% | $79,858-1.2% |
| Participation rate | 85.0% | 67.5%+17.5pp | 72.0%+13.0pp | 69.6%+15.4pp |
| Annual return | 17.53% | 22.66%-5.1pp | 29.49%-12.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,076 | $1,795-40.1% | $4,310-75.0% | $2,471-56.5% |
| Participant deferral / active EE | $3,411 | $2,780+22.7% | $7,107-52.0% | $3,740-8.8% |
| Admin fee / account holder | $4,148 | $4,426-6.3% | $5,158-19.6% | $5,306-21.8% |