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 | $190,396 | $103,376+84.2% | $87,100+118.6% | $152,861+24.6% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 27.57% | 28.10%-0.5pp | 28.19%-0.6pp | 345.32%-317.7pp |
| Employer contribution / active EE | $2,103 | $3,220-34.7% | $2,521-16.6% | $4,762-55.8% |
| Participant deferral / active EE | $4,677 | $4,778-2.1% | $4,049+15.5% | $5,850-20.1% |
| Admin fee / account holder | $13,709 | $12,205+12.3% | $7,497+82.9% | $11,596+18.2% |