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 | $140,505 | $110,257+27.4% | $96,544+45.5% | $139,434+0.8% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 14.30% | 26.32%-12.0pp | 25.84%-11.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,713 | $3,620+2.6% | $2,965+25.2% | $4,751-21.8% |
| Participant deferral / active EE | $6,889 | $5,548+24.2% | $4,851+42.0% | $6,710+2.7% |
| Admin fee / account holder | $14,553 | $11,591+25.5% | $8,252+76.3% | $11,403+27.6% |