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 | $240,623 | $163,101+47.5% | $136,749+76.0% | $142,382+69.0% |
| Participation rate | 88.9% | 78.2%+10.7pp | 72.1%+16.7pp | 80.1%+8.8pp |
| Annual return | 13.30% | 27.54%-14.2pp | 24.33%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,569 | $4,117-37.6% | $3,400-24.4% | $4,299-40.2% |
| Participant deferral / active EE | $9,282 | $5,585+66.2% | $4,692+97.8% | $6,507+42.6% |
| Admin fee / account holder | $10,923 | $14,318-23.7% | $11,386-4.1% | $12,624-13.5% |