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 | $153,367 | $127,065+20.7% | $113,168+35.5% | $142,382+7.7% |
| Participation rate | 86.4% | 79.2%+7.2pp | 76.6%+9.8pp | 80.1%+6.2pp |
| Annual return | 16.29% | 24.03%-7.7pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,053 | $3,442-11.3% | $2,975+2.6% | $4,299-29.0% |
| Participant deferral / active EE | $6,653 | $5,716+16.4% | $5,107+30.3% | $6,507+2.2% |
| Admin fee / account holder | $4,101 | $15,736-73.9% | $12,068-66.0% | $12,624-67.5% |