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 | $161,522 | $81,460+98.3% | $103,333+56.3% | $80,856+99.8% |
| Participation rate | 72.7% | 66.8%+5.9pp | 74.5%-1.8pp | 67.6%+5.1pp |
| Annual return | 18.80% | 25.55%-6.7pp | 24.88%-6.1pp | 35.59%-16.8pp |
| Employer contribution / active EE | $2,326 | $3,105-25.1% | $3,868-39.9% | $2,755-15.6% |
| Participant deferral / active EE | $5,366 | $3,869+38.7% | $5,057+6.1% | $4,296+24.9% |
| Admin fee / account holder | $14,017 | $6,566+113.5% | $8,355+67.8% | $6,918+102.6% |