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 | $189,851 | $106,584+78.1% | $101,326+87.4% | $142,382+33.3% |
| Participation rate | 82.4% | 82.7%-0.3pp | 81.5%+0.9pp | 80.1%+2.2pp |
| Annual return | 13.47% | 36.93%-23.5pp | 36.82%-23.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,545 | $3,956-61.0% | $3,665-57.9% | $4,299-64.1% |
| Participant deferral / active EE | $3,561 | $8,297-57.1% | $7,994-55.5% | $6,507-45.3% |
| Admin fee / account holder | $13,727 | $11,446+19.9% | $11,185+22.7% | $12,624+8.7% |