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 | $191,658 | $124,319+54.2% | $111,297+72.2% | $167,490+14.4% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 13.71% | 37.44%-23.7pp | 54.65%-40.9pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,642 | $3,435-52.2% | $2,731-39.9% | $4,837-66.1% |
| Participant deferral / active EE | $11,960 | $5,180+130.9% | $4,487+166.5% | $6,341+88.6% |
| Admin fee / account holder | $3,312 | $10,618-68.8% | $7,964-58.4% | $12,309-73.1% |