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 | $202,759 | $163,101+24.3% | $136,749+48.3% | $142,382+42.4% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 15.05% | 27.54%-12.5pp | 24.33%-9.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,051 | $4,117-25.9% | $3,400-10.2% | $4,299-29.0% |
| Participant deferral / active EE | $4,267 | $5,585-23.6% | $4,692-9.1% | $6,507-34.4% |
| Admin fee / account holder | $1,485 | $14,318-89.6% | $11,386-87.0% | $12,624-88.2% |