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 | $153,460 | $117,983+30.1% | $101,794+50.8% | $142,382+7.8% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.2%+25.8pp | 80.1%+14.9pp |
| Annual return | 11.89% | 36.92%-25.0pp | 30.53%-18.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,250 | $2,773-18.9% | $2,289-1.7% | $4,299-47.7% |
| Participant deferral / active EE | $9,973 | $4,714+111.6% | $4,084+144.2% | $6,507+53.3% |
| Admin fee / account holder | $661 | $10,433-93.7% | $8,777-92.5% | $12,624-94.8% |