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 | $184,542 | $165,335+11.6% | $149,696+23.3% | $158,922+16.1% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.3pp |
| Annual return | 21.97% | 348.15%-326.2pp | 276.60%-254.6pp | 302.83%-280.9pp |
| Employer contribution / active EE | $3,297 | $5,103-35.4% | $4,644-29.0% | $4,761-30.7% |
| Participant deferral / active EE | $5,104 | $7,181-28.9% | $6,842-25.4% | $5,982-14.7% |
| Admin fee / account holder | $9,260 | $10,807-14.3% | $9,309-0.5% | $11,246-17.7% |