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 | $165,569 | $127,065+30.3% | $113,168+46.3% | $142,382+16.3% |
| Participation rate | 87.0% | 79.2%+7.8pp | 76.6%+10.4pp | 80.1%+6.8pp |
| Annual return | 15.59% | 24.03%-8.4pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,704 | $3,442+7.6% | $2,975+24.5% | $4,299-13.8% |
| Participant deferral / active EE | $7,921 | $5,716+38.6% | $5,107+55.1% | $6,507+21.7% |
| Admin fee / account holder | $2,433 | $15,736-84.5% | $12,068-79.8% | $12,624-80.7% |