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 | $171,656 | $148,978+15.2% | $200,582-14.4% | $84,808+102.4% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 16.80% | 28.16%-11.4pp | 42.33%-25.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $8,682 | $4,815+80.3% | $6,419+35.3% | $2,631+230.0% |
| Participant deferral / active EE | $17,330 | $7,142+142.6% | $9,331+85.7% | $4,212+311.5% |
| Admin fee / account holder | $2,042 | $13,977-85.4% | $16,305-87.5% | $7,344-72.2% |