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 | $153,396 | $114,381+34.1% | $107,525+42.7% | $142,382+7.7% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 12.21% | 242.71%-230.5pp | 181.32%-169.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,985 | $4,015-50.6% | $3,754-47.1% | $4,299-53.8% |
| Participant deferral / active EE | $5,051 | $5,564-9.2% | $5,116-1.3% | $6,507-22.4% |
| Admin fee / account holder | $2,113 | $9,860-78.6% | $8,919-76.3% | $12,624-83.3% |