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 | $160,139 | $127,065+26.0% | $113,168+41.5% | $142,382+12.5% |
| Participation rate | 93.8% | 79.2%+14.5pp | 76.6%+17.2pp | 80.1%+13.6pp |
| Annual return | 11.84% | 24.03%-12.2pp | 24.27%-12.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,045 | $3,442-40.6% | $2,975-31.3% | $4,299-52.4% |
| Participant deferral / active EE | $5,466 | $5,716-4.4% | $5,107+7.0% | $6,507-16.0% |
| Admin fee / account holder | $2,608 | $15,736-83.4% | $12,068-78.4% | $12,624-79.3% |