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 | $152,590 | $93,571+63.1% | $135,903+12.3% | $75,163+103.0% |
| Participation rate | 73.3% | 75.2%-1.8pp | 81.9%-8.6pp | 67.2%+6.1pp |
| Annual return | 18.10% | 30.90%-12.8pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $5,213 | $3,537+47.4% | $4,856+7.4% | $2,670+95.3% |
| Participant deferral / active EE | $8,768 | $6,404+36.9% | $7,758+13.0% | $4,125+112.6% |
| Admin fee / account holder | $3,902 | $6,975-44.1% | $10,762-63.7% | $5,651-31.0% |