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 | $183,765 | $117,381+56.6% | $99,443+84.8% | $152,861+20.2% |
| Participation rate | 88.9% | 77.5%+11.3pp | 73.8%+15.1pp | 82.4%+6.4pp |
| Annual return | 22.92% | 31.87%-8.9pp | 30.72%-7.8pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,127 | $3,013-29.4% | $2,540-16.3% | $4,762-55.3% |
| Participant deferral / active EE | $6,336 | $4,086+55.1% | $3,619+75.1% | $5,850+8.3% |
| Admin fee / account holder | $2,896 | $7,631-62.1% | $6,250-53.7% | $11,596-75.0% |