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 | $177,014 | $127,065+39.3% | $113,168+56.4% | $142,382+24.3% |
| Participation rate | 94.4% | 79.2%+15.2pp | 76.6%+17.9pp | 80.1%+14.3pp |
| Annual return | 32.43% | 24.03%+8.4pp | 24.27%+8.2pp | 217.08%-184.6pp |
| Employer contribution / active EE | $2,973 | $3,442-13.6% | $2,975-0.1% | $4,299-30.8% |
| Participant deferral / active EE | $6,896 | $5,716+20.6% | $5,107+35.0% | $6,507+6.0% |
| Admin fee / account holder | $37,814 | $15,736+140.3% | $12,068+213.3% | $12,624+199.5% |