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 | $174,496 | $124,319+40.4% | $111,297+56.8% | $167,490+4.2% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 11.90% | 37.44%-25.5pp | 54.65%-42.8pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,129 | $3,435-67.1% | $2,731-58.7% | $4,837-76.7% |
| Participant deferral / active EE | $7,971 | $5,180+53.9% | $4,487+77.6% | $6,341+25.7% |
| Admin fee / account holder | $1,417 | $10,618-86.7% | $7,964-82.2% | $12,309-88.5% |