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 | $156,431 | $127,065+23.1% | $113,168+38.2% | $142,382+9.9% |
| Participation rate | 87.0% | 79.2%+7.8pp | 76.6%+10.4pp | 80.1%+6.8pp |
| Annual return | 33.42% | 24.03%+9.4pp | 24.27%+9.2pp | 217.08%-183.7pp |
| Employer contribution / active EE | $5,690 | $3,442+65.3% | $2,975+91.2% | $4,299+32.4% |
| Participant deferral / active EE | $14,703 | $5,716+157.2% | $5,107+187.9% | $6,507+125.9% |
| Admin fee / account holder | $2,382 | $15,736-84.9% | $12,068-80.3% | $12,624-81.1% |