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 | $169,259 | $127,065+33.2% | $113,168+49.6% | $142,382+18.9% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 16.86% | 24.03%-7.2pp | 24.27%-7.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,713 | $3,442+36.9% | $2,975+58.4% | $4,299+9.6% |
| Participant deferral / active EE | $8,072 | $5,716+41.2% | $5,107+58.1% | $6,507+24.0% |
| Admin fee / account holder | $1,018 | $15,736-93.5% | $12,068-91.6% | $12,624-91.9% |