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 | $211,084 | $106,584+98.0% | $101,326+108.3% | $142,382+48.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 15.15% | 36.93%-21.8pp | 36.82%-21.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,082 | $3,956-47.4% | $3,665-43.2% | $4,299-51.6% |
| Participant deferral / active EE | $7,266 | $8,297-12.4% | $7,994-9.1% | $6,507+11.7% |
| Admin fee / account holder | $1,892 | $11,446-83.5% | $11,185-83.1% | $12,624-85.0% |