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 5-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 | $165,617 | $106,584+55.4% | $101,326+63.5% | $142,382+16.3% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 17.97% | 36.93%-19.0pp | 36.82%-18.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $8,762 | $3,956+121.5% | $3,665+139.1% | $4,299+103.8% |
| Participant deferral / active EE | $13,936 | $8,297+68.0% | $7,994+74.3% | $6,507+114.2% |
| Admin fee / account holder | $15,362 | $11,446+34.2% | $11,185+37.3% | $12,624+21.7% |