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 | $163,926 | $116,175+41.1% | $93,606+75.1% | $152,861+7.2% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 23.13% | 35.96%-12.8pp | 32.76%-9.6pp | 345.32%-322.2pp |
| Employer contribution / active EE | $723 | $3,218-77.5% | $2,718-73.4% | $4,762-84.8% |
| Participant deferral / active EE | $6,809 | $4,603+47.9% | $4,069+67.3% | $5,850+16.4% |
| Admin fee / account holder | $1,166 | $10,748-89.2% | $7,888-85.2% | $11,596-89.9% |