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 | $164,372 | $117,983+39.3% | $101,794+61.5% | $142,382+15.4% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 12.34% | 36.92%-24.6pp | 30.53%-18.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,551 | $2,773-8.0% | $2,289+11.5% | $4,299-40.7% |
| Participant deferral / active EE | $6,817 | $4,714+44.6% | $4,084+66.9% | $6,507+4.8% |
| Admin fee / account holder | $3,843 | $10,433-63.2% | $8,777-56.2% | $12,624-69.6% |