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 | $176,990 | $109,413+61.8% | $156,263+13.3% | $84,808+108.7% |
| Participation rate | 76.9% | 72.7%+4.2pp | 78.9%-2.0pp | 68.3%+8.6pp |
| Annual return | 15.99% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,753 | $2,907+63.5% | $4,333+9.7% | $2,631+80.7% |
| Participant deferral / active EE | $5,480 | $4,590+19.4% | $6,158-11.0% | $4,212+30.1% |
| Admin fee / account holder | $10,147 | $9,357+8.4% | $14,255-28.8% | $7,344+38.2% |