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 | $144,236 | $127,065+13.5% | $113,168+27.5% | $142,382+1.3% |
| Participation rate | 79.2% | 79.2%0pp | 76.6%+2.6pp | 80.1%-1.0pp |
| Annual return | 16.30% | 24.03%-7.7pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,913 | $3,442+13.7% | $2,975+31.5% | $4,299-9.0% |
| Participant deferral / active EE | $8,849 | $5,716+54.8% | $5,107+73.3% | $6,507+36.0% |
| Admin fee / account holder | $1,247 | $15,736-92.1% | $12,068-89.7% | $12,624-90.1% |