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 | $178,047 | $114,381+55.7% | $107,525+65.6% | $142,382+25.0% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 16.32% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,924 | $4,015-2.3% | $3,754+4.5% | $4,299-8.7% |
| Participant deferral / active EE | $8,455 | $5,564+51.9% | $5,116+65.3% | $6,507+29.9% |
| Admin fee / account holder | $5,806 | $9,860-41.1% | $8,919-34.9% | $12,624-54.0% |