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 | $147,921 | $127,065+16.4% | $113,168+30.7% | $142,382+3.9% |
| Participation rate | 82.4% | 79.2%+3.1pp | 76.6%+5.8pp | 80.1%+2.2pp |
| Annual return | 16.64% | 24.03%-7.4pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,028 | $3,442-41.1% | $2,975-31.8% | $4,299-52.8% |
| Participant deferral / active EE | $5,781 | $5,716+1.1% | $5,107+13.2% | $6,507-11.2% |
| Admin fee / account holder | $17,706 | $15,736+12.5% | $12,068+46.7% | $12,624+40.3% |