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 | $177,159 | $109,413+61.9% | $156,263+13.4% | $84,808+108.9% |
| Participation rate | 86.2% | 72.7%+13.5pp | 78.9%+7.3pp | 68.3%+17.9pp |
| Annual return | 17.72% | 20.18%-2.5pp | 59.47%-41.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $952 | $2,907-67.3% | $4,333-78.0% | $2,631-63.8% |
| Participant deferral / active EE | $5,436 | $4,590+18.4% | $6,158-11.7% | $4,212+29.1% |
| Admin fee / account holder | $4,375 | $9,357-53.2% | $14,255-69.3% | $7,344-40.4% |