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 | $165,573 | $80,673+105.2% | $101,326+63.4% | $84,808+95.2% |
| Participation rate | 88.0% | 77.8%+10.2pp | 81.5%+6.5pp | 68.3%+19.7pp |
| Annual return | 15.57% | 38.95%-23.4pp | 36.82%-21.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,118 | $2,698+15.6% | $3,665-14.9% | $2,631+18.5% |
| Participant deferral / active EE | $5,444 | $6,840-20.4% | $7,994-31.9% | $4,212+29.3% |
| Admin fee / account holder | $10,919 | $12,784-14.6% | $11,185-2.4% | $7,344+48.7% |