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 | $196,027 | $181,894+7.8% | $156,549+25.2% | $273,961-28.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.55% | 30.74%-20.2pp | 32.23%-21.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $4,138 | $6,248-33.8% | $5,501-24.8% | $4,869-15.0% |
| Participant deferral / active EE | $5,385 | $5,550-3.0% | $4,871+10.6% | $5,287+1.9% |
| Admin fee / account holder | $4,675 | $15,559-70.0% | $13,027-64.1% | $10,132-53.9% |