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 | $195,623 | $94,338+107.4% | $100,534+94.6% | $142,382+37.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 80.6%-5.6pp | 80.1%-5.1pp |
| Annual return | 15.06% | 29.20%-14.1pp | 32.66%-17.6pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,261 | $4,237-23.0% | $4,346-25.0% | $4,299-24.1% |
| Participant deferral / active EE | $8,997 | $5,934+51.6% | $6,144+46.4% | $6,507+38.3% |
| Admin fee / account holder | $6,715 | $8,421-20.3% | $7,654-12.3% | $12,624-46.8% |