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 | $156,518 | $81,248+92.6% | $155,509+0.6% | $80,856+93.6% |
| Participation rate | 77.4% | 66.2%+11.2pp | 78.2%-0.8pp | 67.6%+9.8pp |
| Annual return | 12.78% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,168 | $3,100-30.1% | $4,672-53.6% | $2,755-21.3% |
| Participant deferral / active EE | $3,946 | $3,452+14.3% | $5,626-29.9% | $4,296-8.1% |
| Admin fee / account holder | $37,245 | $7,997+365.7% | $15,912+134.1% | $6,918+438.4% |