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 | $181,943 | $95,803+89.9% | $113,168+60.8% | $84,808+114.5% |
| Participation rate | 76.7% | 72.9%+3.9pp | 76.6%+0.2pp | 68.3%+8.4pp |
| Annual return | 15.82% | 25.00%-9.2pp | 24.27%-8.4pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,544 | $2,360+7.8% | $2,975-14.5% | $2,631-3.3% |
| Participant deferral / active EE | $6,414 | $4,242+51.2% | $5,107+25.6% | $4,212+52.3% |
| Admin fee / account holder | $5,126 | $8,989-43.0% | $12,068-57.5% | $7,344-30.2% |