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 | $202,724 | $167,307+21.2% | $143,757+41.0% | $134,475+50.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | 14.32% | 0.46%+13.9pp | -0.04%+14.4pp | 417.96%-403.6pp |
| Employer contribution / active EE | $2,340 | $5,619-58.4% | $4,951-52.7% | $4,740-50.6% |
| Participant deferral / active EE | $7,963 | $6,446+23.5% | $5,637+41.3% | $6,400+24.4% |
| Admin fee / account holder | $68,668 | $18,088+279.6% | $14,673+368.0% | $11,426+501.0% |