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 | $166,170 | $125,758+32.1% | $169,993-2.2% | $75,163+121.1% |
| Participation rate | 90.2% | 83.6%+6.6pp | 87.0%+3.2pp | 67.2%+23.0pp |
| Annual return | 17.54% | 27.20%-9.7pp | 53.37%-35.8pp | 160.62%-143.1pp |
| Employer contribution / active EE | $5,714 | $4,615+23.8% | $6,785-15.8% | $2,670+114.0% |
| Participant deferral / active EE | $10,022 | $6,837+46.6% | $10,408-3.7% | $4,125+143.0% |
| Admin fee / account holder | $1,158 | $8,173-85.8% | $12,815-91.0% | $5,651-79.5% |