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 9-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 | $168,633 | $117,983+42.9% | $101,794+65.7% | $142,382+18.4% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 11.90% | 36.92%-25.0pp | 30.53%-18.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,437 | $2,773-48.2% | $2,289-37.2% | $4,299-66.6% |
| Participant deferral / active EE | $5,671 | $4,714+20.3% | $4,084+38.9% | $6,507-12.8% |
| Admin fee / account holder | $3,875 | $10,433-62.9% | $8,777-55.8% | $12,624-69.3% |