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 | $163,597 | $109,881+48.9% | $150,045+9.0% | $84,808+92.9% |
| Participation rate | 81.0% | 76.1%+4.9pp | 82.3%-1.4pp | 68.3%+12.6pp |
| Annual return | 15.37% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,682 | $3,561+31.5% | $4,693-0.2% | $2,631+78.0% |
| Participant deferral / active EE | $8,775 | $6,636+32.2% | $7,997+9.7% | $4,212+108.4% |
| Admin fee / account holder | $2,479 | $8,568-71.1% | $13,435-81.6% | $7,344-66.2% |