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 | $167,510 | $148,978+12.4% | $200,582-16.5% | $84,808+97.5% |
| Participation rate | 85.2% | 84.2%+1.0pp | 86.9%-1.7pp | 68.3%+16.9pp |
| Annual return | 13.97% | 28.16%-14.2pp | 42.33%-28.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,150 | $4,815-13.8% | $6,419-35.3% | $2,631+57.8% |
| Participant deferral / active EE | $12,581 | $7,142+76.2% | $9,331+34.8% | $4,212+198.7% |
| Admin fee / account holder | $29,386 | $13,977+110.2% | $16,305+80.2% | $7,344+300.1% |