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 | $154,511 | $109,413+41.2% | $156,263-1.1% | $84,808+82.2% |
| Participation rate | 73.1% | 72.7%+0.4pp | 78.9%-5.8pp | 68.3%+4.8pp |
| Annual return | 15.32% | 20.18%-4.9pp | 59.47%-44.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,096 | $2,907-27.9% | $4,333-51.6% | $2,631-20.4% |
| Participant deferral / active EE | $3,990 | $4,590-13.1% | $6,158-35.2% | $4,212-5.3% |
| Admin fee / account holder | $4,406 | $9,357-52.9% | $14,255-69.1% | $7,344-40.0% |