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 | $157,726 | $95,803+64.6% | $113,168+39.4% | $84,808+86.0% |
| Participation rate | 84.4% | 72.9%+11.5pp | 76.6%+7.8pp | 68.3%+16.1pp |
| Annual return | 14.77% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $7,209 | $2,360+205.5% | $2,975+142.3% | $2,631+174.0% |
| Participant deferral / active EE | $5,396 | $4,242+27.2% | $5,107+5.7% | $4,212+28.1% |
| Admin fee / account holder | $2,356 | $8,989-73.8% | $12,068-80.5% | $7,344-67.9% |