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 | $179,755 | $163,101+10.2% | $136,749+31.4% | $142,382+26.2% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 17.45% | 27.54%-10.1pp | 24.33%-6.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $5,632 | $4,117+36.8% | $3,400+65.7% | $4,299+31.0% |
| Participant deferral / active EE | $14,521 | $5,585+160.0% | $4,692+209.5% | $6,507+123.2% |
| Admin fee / account holder | $9,443 | $14,318-34.1% | $11,386-17.1% | $12,624-25.2% |