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 | $181,479 | $127,065+42.8% | $113,168+60.4% | $142,382+27.5% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 25.02% | 24.03%+1.0pp | 24.27%+0.8pp | 217.08%-192.1pp |
| Employer contribution / active EE | $5,163 | $3,442+50.0% | $2,975+73.5% | $4,299+20.1% |
| Participant deferral / active EE | $7,237 | $5,716+26.6% | $5,107+41.7% | $6,507+11.2% |
| Admin fee / account holder | $7,299 | $15,736-53.6% | $12,068-39.5% | $12,624-42.2% |