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 | $175,767 | $127,264+38.1% | $109,895+59.9% | $167,490+4.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 10.66% | 22.97%-12.3pp | 29.45%-18.8pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,930 | $3,322-41.9% | $2,842-32.1% | $4,837-60.1% |
| Participant deferral / active EE | $5,256 | $4,514+16.4% | $4,048+29.8% | $6,341-17.1% |
| Admin fee / account holder | $6,593 | $7,114-7.3% | $6,066+8.7% | $12,309-46.4% |