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 | $182,523 | $176,812+3.2% | $146,665+24.4% | $167,490+9.0% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 28.99% | 24.03%+5.0pp | 22.74%+6.2pp | 478.56%-449.6pp |
| Employer contribution / active EE | $2,003 | $5,160-61.2% | $4,136-51.6% | $4,837-58.6% |
| Participant deferral / active EE | $6,759 | $6,440+5.0% | $5,506+22.8% | $6,341+6.6% |
| Admin fee / account holder | $3,245 | $13,259-75.5% | $10,280-68.4% | $12,309-73.6% |