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 | $172,778 | $83,477+107.0% | $125,175+38.0% | $72,985+136.7% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.5%+23.6pp |
| Annual return | 18.13% | 25.78%-7.7pp | 43.79%-25.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $4,139 | $2,345+76.5% | $3,865+7.1% | $2,440+69.7% |
| Participant deferral / active EE | $4,838 | $3,585+34.9% | $4,937-2.0% | $3,607+34.1% |
| Admin fee / account holder | $2,860 | $5,517-48.2% | $9,702-70.5% | $5,124-44.2% |