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 | $184,723 | $127,065+45.4% | $113,168+63.2% | $142,382+29.7% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 12.59% | 24.03%-11.4pp | 24.27%-11.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,988 | $3,442+15.9% | $2,975+34.0% | $4,299-7.2% |
| Participant deferral / active EE | $8,783 | $5,716+53.6% | $5,107+72.0% | $6,507+35.0% |
| Admin fee / account holder | $3,212 | $15,736-79.6% | $12,068-73.4% | $12,624-74.6% |