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 | $166,238 | $138,562+20.0% | $246,525-32.6% | $116,875+42.2% |
| Participation rate | 97.4% | 72.8%+24.6pp | 82.0%+15.5pp | 74.5%+22.9pp |
| Annual return | 17.69% | 16.14%+1.6pp | 0.46%+17.2pp | 16.29%+1.4pp |
| Employer contribution / active EE | $2,942 | $4,835-39.2% | $7,467-60.6% | $3,288-10.5% |
| Participant deferral / active EE | $7,493 | $4,207+78.1% | $5,422+38.2% | $3,885+92.9% |
| Admin fee / account holder | $2,666 | $18,110-85.3% | $16,551-83.9% | $12,263-78.3% |