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 | $157,450 | $117,983+33.5% | $101,794+54.7% | $142,382+10.6% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 18.37% | 36.92%-18.5pp | 30.53%-12.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,148 | $2,773+13.5% | $2,289+37.5% | $4,299-26.8% |
| Participant deferral / active EE | $12,897 | $4,714+173.6% | $4,084+215.8% | $6,507+98.2% |
| Admin fee / account holder | $2,098 | $10,433-79.9% | $8,777-76.1% | $12,624-83.4% |