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 | $168,388 | $117,983+42.7% | $101,794+65.4% | $142,382+18.3% |
| Participation rate | 87.0% | 74.2%+12.7pp | 69.2%+17.8pp | 80.1%+6.8pp |
| Annual return | 16.73% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,373 | $2,773-14.4% | $2,289+3.7% | $4,299-44.8% |
| Participant deferral / active EE | $4,346 | $4,714-7.8% | $4,084+6.4% | $6,507-33.2% |
| Admin fee / account holder | $914 | $10,433-91.2% | $8,777-89.6% | $12,624-92.8% |