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 | $167,891 | $106,515+57.6% | $96,683+73.7% | $139,434+20.4% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 21.70% | 38.43%-16.7pp | 35.69%-14.0pp | 372.94%-351.2pp |
| Employer contribution / active EE | $3,870 | $4,103-5.7% | $3,737+3.6% | $4,751-18.5% |
| Participant deferral / active EE | $13,076 | $5,454+139.8% | $4,878+168.1% | $6,710+94.9% |
| Admin fee / account holder | $12,415 | $7,877+57.6% | $6,730+84.5% | $11,403+8.9% |