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 | $145,065 | $95,803+51.4% | $113,168+28.2% | $84,808+71.1% |
| Participation rate | 75.0% | 72.9%+2.1pp | 76.6%-1.6pp | 68.3%+6.7pp |
| Annual return | 16.24% | 25.00%-8.8pp | 24.27%-8.0pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,614 | $2,360-31.6% | $2,975-45.8% | $2,631-38.7% |
| Participant deferral / active EE | $3,023 | $4,242-28.7% | $5,107-40.8% | $4,212-28.2% |
| Admin fee / account holder | $6,821 | $8,989-24.1% | $12,068-43.5% | $7,344-7.1% |