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 | $196,630 | $106,584+84.5% | $101,326+94.1% | $142,382+38.1% |
| Participation rate | 70.0% | 82.7%-12.7pp | 81.5%-11.5pp | 80.1%-10.1pp |
| Annual return | 15.23% | 36.93%-21.7pp | 36.82%-21.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,618 | $3,956-8.5% | $3,665-1.3% | $4,299-15.8% |
| Participant deferral / active EE | $7,749 | $8,297-6.6% | $7,994-3.1% | $6,507+19.1% |
| Admin fee / account holder | $9,560 | $11,446-16.5% | $11,185-14.5% | $12,624-24.3% |