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 | $173,822 | $106,584+63.1% | $101,326+71.5% | $142,382+22.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 16.81% | 36.93%-20.1pp | 36.82%-20.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,081 | $3,956+28.4% | $3,665+38.6% | $4,299+18.2% |
| Participant deferral / active EE | $13,783 | $8,297+66.1% | $7,994+72.4% | $6,507+111.8% |
| Admin fee / account holder | $1,364 | $11,446-88.1% | $11,185-87.8% | $12,624-89.2% |