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 | $166,804 | $106,584+56.5% | $101,326+64.6% | $142,382+17.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 16.01% | 36.93%-20.9pp | 36.82%-20.8pp | 217.08%-201.1pp |
| Employer contribution / active EE | $9,842 | $3,956+148.8% | $3,665+168.5% | $4,299+128.9% |
| Participant deferral / active EE | $10,713 | $8,297+29.1% | $7,994+34.0% | $6,507+64.6% |
| Admin fee / account holder | $27,663 | $11,446+141.7% | $11,185+147.3% | $12,624+119.1% |