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 | $144,122 | $118,450+21.7% | $98,439+46.4% | $139,434+3.4% |
| Participation rate | 78.3% | 77.4%+0.8pp | 75.2%+3.1pp | 80.3%-2.1pp |
| Annual return | 17.62% | 18.94%-1.3pp | 21.16%-3.5pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,670 | $3,609-26.0% | $3,048-12.4% | $4,751-43.8% |
| Participant deferral / active EE | $7,357 | $5,392+36.5% | $4,738+55.3% | $6,710+9.6% |
| Admin fee / account holder | $6,471 | $14,026-53.9% | $8,948-27.7% | $11,403-43.2% |