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 | $189,654 | $153,772+23.3% | $133,980+41.6% | $273,961-30.8% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 7.77% | 36.51%-28.7pp | 29.30%-21.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $14,624 | $6,029+142.6% | $5,211+180.6% | $4,869+200.4% |
| Participant deferral / active EE | $5,867 | $6,958-15.7% | $6,282-6.6% | $5,287+11.0% |
| Admin fee / account holder | $431 | $11,765-96.3% | $9,324-95.4% | $10,132-95.7% |