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 | $157,703 | $110,257+43.0% | $96,544+63.3% | $139,434+13.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 18.97% | 26.32%-7.3pp | 25.84%-6.9pp | 372.94%-354.0pp |
| Employer contribution / active EE | $3,019 | $3,620-16.6% | $2,965+1.8% | $4,751-36.5% |
| Participant deferral / active EE | $7,987 | $5,548+44.0% | $4,851+64.6% | $6,710+19.0% |
| Admin fee / account holder | $3,015 | $11,591-74.0% | $8,252-63.5% | $11,403-73.6% |