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 | $186,476 | $101,724+83.3% | $164,813+13.1% | $80,856+130.6% |
| Participation rate | 70.3% | 71.8%-1.6pp | 78.6%-8.3pp | 67.6%+2.6pp |
| Annual return | 15.50% | 16.72%-1.2pp | 69.93%-54.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,716 | $2,953-8.0% | $4,341-37.4% | $2,755-1.4% |
| Participant deferral / active EE | $4,061 | $4,477-9.3% | $6,031-32.7% | $4,296-5.5% |
| Admin fee / account holder | $8,794 | $8,227+6.9% | $12,690-30.7% | $6,918+27.1% |