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 | $236,916 | $106,584+122.3% | $101,326+133.8% | $142,382+66.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 18.67% | 36.93%-18.3pp | 36.82%-18.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,592 | $3,956-9.2% | $3,665-2.0% | $4,299-16.5% |
| Participant deferral / active EE | $18,097 | $8,297+118.1% | $7,994+126.4% | $6,507+178.1% |
| Admin fee / account holder | $360 | $11,446-96.9% | $11,185-96.8% | $12,624-97.1% |