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 | $179,678 | $83,477+115.2% | $125,175+43.5% | $72,985+146.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 26.34% | 25.78%+0.6pp | 43.79%-17.5pp | 81.00%-54.7pp |
| Employer contribution / active EE | $2,964 | $2,345+26.4% | $3,865-23.3% | $2,440+21.5% |
| Participant deferral / active EE | $3,798 | $3,585+5.9% | $4,937-23.1% | $3,607+5.3% |
| Admin fee / account holder | $470 | $5,517-91.5% | $9,702-95.2% | $5,124-90.8% |