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 | $158,291 | $118,450+33.6% | $98,439+60.8% | $139,434+13.5% |
| Participation rate | 77.8% | 77.4%+0.3pp | 75.2%+2.6pp | 80.3%-2.5pp |
| Annual return | 15.53% | 18.94%-3.4pp | 21.16%-5.6pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,949 | $3,609-18.3% | $3,048-3.2% | $4,751-37.9% |
| Participant deferral / active EE | $9,667 | $5,392+79.3% | $4,738+104.0% | $6,710+44.1% |
| Admin fee / account holder | $33,622 | $14,026+139.7% | $8,948+275.8% | $11,403+194.9% |