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 | $147,777 | $117,983+25.3% | $101,794+45.2% | $142,382+3.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 15.38% | 36.92%-21.5pp | 30.53%-15.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,591 | $2,773-6.5% | $2,289+13.2% | $4,299-39.7% |
| Participant deferral / active EE | $5,524 | $4,714+17.2% | $4,084+35.3% | $6,507-15.1% |
| Admin fee / account holder | $794 | $10,433-92.4% | $8,777-91.0% | $12,624-93.7% |