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 | $165,952 | $117,983+40.7% | $101,794+63.0% | $142,382+16.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 20.22% | 36.92%-16.7pp | 30.53%-10.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,402 | $2,773+22.7% | $2,289+48.6% | $4,299-20.9% |
| Participant deferral / active EE | $8,317 | $4,714+76.4% | $4,084+103.6% | $6,507+27.8% |
| Admin fee / account holder | $6,712 | $10,433-35.7% | $8,777-23.5% | $12,624-46.8% |