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 | $149,597 | $148,978+0.4% | $200,582-25.4% | $84,808+76.4% |
| Participation rate | 89.7% | 84.2%+5.5pp | 86.9%+2.9pp | 68.3%+21.4pp |
| Annual return | 14.28% | 28.16%-13.9pp | 42.33%-28.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,989 | $4,815-17.1% | $6,419-37.8% | $2,631+51.6% |
| Participant deferral / active EE | $8,362 | $7,142+17.1% | $9,331-10.4% | $4,212+98.6% |
| Admin fee / account holder | $4,007 | $13,977-71.3% | $16,305-75.4% | $7,344-45.4% |