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 | $146,196 | $117,983+23.9% | $101,794+43.6% | $142,382+2.7% |
| Participation rate | 78.9% | 74.2%+4.7pp | 69.2%+9.8pp | 80.1%-1.2pp |
| Annual return | 10.77% | 36.92%-26.1pp | 30.53%-19.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,226 | $2,773-19.7% | $2,289-2.7% | $4,299-48.2% |
| Participant deferral / active EE | $5,657 | $4,714+20.0% | $4,084+38.5% | $6,507-13.1% |
| Admin fee / account holder | $10,338 | $10,433-0.9% | $8,777+17.8% | $12,624-18.1% |