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 | $185,890 | $148,978+24.8% | $200,582-7.3% | $84,808+119.2% |
| Participation rate | 95.5% | 84.2%+11.2pp | 86.9%+8.6pp | 68.3%+27.1pp |
| Annual return | 13.40% | 28.16%-14.8pp | 42.33%-28.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,863 | $4,815-40.5% | $6,419-55.4% | $2,631+8.8% |
| Participant deferral / active EE | $6,002 | $7,142-16.0% | $9,331-35.7% | $4,212+42.5% |
| Admin fee / account holder | $12,251 | $13,977-12.4% | $16,305-24.9% | $7,344+66.8% |