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 | $179,622 | $138,347+29.8% | $184,203-2.5% | $80,856+122.1% |
| Participation rate | 88.9% | 83.9%+5.0pp | 86.8%+2.1pp | 67.6%+21.3pp |
| Annual return | 14.11% | 20.02%-5.9pp | 28.81%-14.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,929 | $4,850-39.6% | $6,427-54.4% | $2,755+6.3% |
| Participant deferral / active EE | $9,539 | $7,071+34.9% | $9,131+4.5% | $4,296+122.1% |
| Admin fee / account holder | $4,650 | $10,483-55.6% | $13,901-66.6% | $6,918-32.8% |