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 | $189,659 | $152,587+24.3% | $125,175+51.5% | $152,861+24.1% |
| Participation rate | 78.6% | 83.3%-4.8pp | 79.8%-1.2pp | 82.4%-3.9pp |
| Annual return | 19.69% | 54.84%-35.1pp | 43.79%-24.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $2,203 | $4,946-55.5% | $3,865-43.0% | $4,762-53.7% |
| Participant deferral / active EE | $5,254 | $5,868-10.5% | $4,937+6.4% | $5,850-10.2% |
| Admin fee / account holder | $3,088 | $13,434-77.0% | $9,702-68.2% | $11,596-73.4% |