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 | $208,762 | $163,101+28.0% | $136,749+52.7% | $142,382+46.6% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 11.72% | 27.54%-15.8pp | 24.33%-12.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $5,128 | $4,117+24.6% | $3,400+50.8% | $4,299+19.3% |
| Participant deferral / active EE | $10,129 | $5,585+81.4% | $4,692+115.9% | $6,507+55.7% |
| Admin fee / account holder | $5,232 | $14,318-63.5% | $11,386-54.0% | $12,624-58.6% |