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 | $147,875 | $114,381+29.3% | $107,525+37.5% | $142,382+3.9% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 15.03% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $6,147 | $4,015+53.1% | $3,754+63.8% | $4,299+43.0% |
| Participant deferral / active EE | $5,733 | $5,564+3.0% | $5,116+12.1% | $6,507-11.9% |
| Admin fee / account holder | $2,514 | $9,860-74.5% | $8,919-71.8% | $12,624-80.1% |