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 | $184,953 | $95,803+93.1% | $113,168+63.4% | $84,808+118.1% |
| Participation rate | 90.0% | 72.9%+17.1pp | 76.6%+13.4pp | 68.3%+21.7pp |
| Annual return | 20.40% | 25.00%-4.6pp | 24.27%-3.9pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,307 | $2,360-2.3% | $2,975-22.5% | $2,631-12.3% |
| Participant deferral / active EE | $5,584 | $4,242+31.6% | $5,107+9.3% | $4,212+32.6% |
| Admin fee / account holder | $1,023 | $8,989-88.6% | $12,068-91.5% | $7,344-86.1% |