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 | $174,870 | $106,515+64.2% | $96,683+80.9% | $139,434+25.4% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 20.57% | 38.43%-17.9pp | 35.69%-15.1pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,496 | $4,103-39.2% | $3,737-33.2% | $4,751-47.5% |
| Participant deferral / active EE | $6,790 | $5,454+24.5% | $4,878+39.2% | $6,710+1.2% |
| Admin fee / account holder | $3,035 | $7,877-61.5% | $6,730-54.9% | $11,403-73.4% |