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 | $191,592 | $127,065+50.8% | $113,168+69.3% | $142,382+34.6% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 15.00% | 24.03%-9.0pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,444 | $3,442-58.1% | $2,975-51.5% | $4,299-66.4% |
| Participant deferral / active EE | $7,105 | $5,716+24.3% | $5,107+39.1% | $6,507+9.2% |
| Admin fee / account holder | $1,440 | $15,736-90.8% | $12,068-88.1% | $12,624-88.6% |