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 | $184,479 | $148,978+23.8% | $200,582-8.0% | $84,808+117.5% |
| Participation rate | 83.8% | 84.2%-0.4pp | 86.9%-3.1pp | 68.3%+15.5pp |
| Annual return | 17.33% | 28.16%-10.8pp | 42.33%-25.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,758 | $4,815-1.2% | $6,419-25.9% | $2,631+80.8% |
| Participant deferral / active EE | $8,497 | $7,142+19.0% | $9,331-8.9% | $4,212+101.7% |
| Admin fee / account holder | $1,111 | $13,977-92.1% | $16,305-93.2% | $7,344-84.9% |