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 | $173,681 | $101,724+70.7% | $164,813+5.4% | $80,856+114.8% |
| Participation rate | 84.0% | 71.8%+12.2pp | 78.6%+5.4pp | 67.6%+16.4pp |
| Annual return | 19.44% | 16.72%+2.7pp | 69.93%-50.5pp | 35.59%-16.2pp |
| Employer contribution / active EE | $2,857 | $2,953-3.3% | $4,341-34.2% | $2,755+3.7% |
| Participant deferral / active EE | $5,135 | $4,477+14.7% | $6,031-14.9% | $4,296+19.5% |
| Admin fee / account holder | $1,763 | $8,227-78.6% | $12,690-86.1% | $6,918-74.5% |