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 | $148,192 | $214,378-30.9% | $200,582-26.1% | $142,382+4.1% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 17.78% | 46.41%-28.6pp | 42.33%-24.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $7,108 | $6,841+3.9% | $6,419+10.7% | $4,299+65.3% |
| Participant deferral / active EE | $5,963 | $9,865-39.5% | $9,331-36.1% | $6,507-8.4% |
| Admin fee / account holder | $4,019 | $17,692-77.3% | $16,305-75.4% | $12,624-68.2% |