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 | $148,201 | $117,983+25.6% | $101,794+45.6% | $142,382+4.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 13.55% | 36.92%-23.4pp | 30.53%-17.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,478 | $2,773-10.6% | $2,289+8.3% | $4,299-42.4% |
| Participant deferral / active EE | $10,765 | $4,714+128.4% | $4,084+163.6% | $6,507+65.4% |
| Admin fee / account holder | $4,917 | $10,433-52.9% | $8,777-44.0% | $12,624-61.1% |