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 | $163,507 | $117,983+38.6% | $101,794+60.6% | $142,382+14.8% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.2%+7.7pp | 80.1%-3.2pp |
| Annual return | 16.25% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,448 | $2,773-47.8% | $2,289-36.7% | $4,299-66.3% |
| Participant deferral / active EE | $4,442 | $4,714-5.8% | $4,084+8.8% | $6,507-31.7% |
| Admin fee / account holder | $7,905 | $10,433-24.2% | $8,777-9.9% | $12,624-37.4% |