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 | $193,446 | $238,490-18.9% | $180,183+7.4% | $142,382+35.9% |
| Participation rate | 73.9% | 82.3%-8.4pp | 77.4%-3.5pp | 80.1%-6.2pp |
| Annual return | 35.79% | 33.56%+2.2pp | 27.86%+7.9pp | 217.08%-181.3pp |
| Employer contribution / active EE | $8,563 | $6,143+39.4% | $5,039+69.9% | $4,299+99.2% |
| Participant deferral / active EE | $13,818 | $7,996+72.8% | $6,822+102.5% | $6,507+112.3% |
| Admin fee / account holder | $6,296 | $28,866-78.2% | $19,975-68.5% | $12,624-50.1% |