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 | $156,554 | $95,803+63.4% | $113,168+38.3% | $84,808+84.6% |
| Participation rate | 84.6% | 72.9%+11.8pp | 76.6%+8.1pp | 68.3%+16.3pp |
| Annual return | 14.98% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,697 | $2,360+14.3% | $2,975-9.4% | $2,631+2.5% |
| Participant deferral / active EE | $3,691 | $4,242-13.0% | $5,107-27.7% | $4,212-12.4% |
| Admin fee / account holder | $6,411 | $8,989-28.7% | $12,068-46.9% | $7,344-12.7% |