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 | $190,645 | $117,983+61.6% | $101,794+87.3% | $142,382+33.9% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 11.41% | 36.92%-25.5pp | 30.53%-19.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,142 | $2,773-22.7% | $2,289-6.4% | $4,299-50.2% |
| Participant deferral / active EE | $8,360 | $4,714+77.4% | $4,084+104.7% | $6,507+28.5% |
| Admin fee / account holder | $1,339 | $10,433-87.2% | $8,777-84.7% | $12,624-89.4% |