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 | $194,980 | $127,065+53.4% | $113,168+72.3% | $142,382+36.9% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 28.77% | 24.03%+4.7pp | 24.27%+4.5pp | 217.08%-188.3pp |
| Employer contribution / active EE | $1,892 | $3,442-45.0% | $2,975-36.4% | $4,299-56.0% |
| Participant deferral / active EE | $2,847 | $5,716-50.2% | $5,107-44.3% | $6,507-56.3% |
| Admin fee / account holder | $15,579 | $15,736-1.0% | $12,068+29.1% | $12,624+23.4% |