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 | $191,866 | $148,978+28.8% | $200,582-4.3% | $84,808+126.2% |
| Participation rate | 83.8% | 84.2%-0.4pp | 86.9%-3.1pp | 68.3%+15.5pp |
| Annual return | 16.00% | 28.16%-12.2pp | 42.33%-26.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,648 | $4,815-65.8% | $6,419-74.3% | $2,631-37.4% |
| Participant deferral / active EE | $8,302 | $7,142+16.2% | $9,331-11.0% | $4,212+97.1% |
| Admin fee / account holder | $5,577 | $13,977-60.1% | $16,305-65.8% | $7,344-24.1% |