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 | $147,352 | $117,983+24.9% | $101,794+44.8% | $142,382+3.5% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 13.86% | 36.92%-23.1pp | 30.53%-16.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,514 | $2,773-9.3% | $2,289+9.8% | $4,299-41.5% |
| Participant deferral / active EE | $5,501 | $4,714+16.7% | $4,084+34.7% | $6,507-15.5% |
| Admin fee / account holder | $3,075 | $10,433-70.5% | $8,777-65.0% | $12,624-75.6% |