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 | $162,508 | $124,281+30.8% | $109,143+48.9% | $167,490-3.0% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 10.82% | 26.04%-15.2pp | 25.75%-14.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $2,488 | $4,207-40.9% | $3,722-33.2% | $4,837-48.6% |
| Participant deferral / active EE | $4,021 | $5,255-23.5% | $4,653-13.6% | $6,341-36.6% |
| Admin fee / account holder | $2,410 | $7,970-69.8% | $6,752-64.3% | $12,309-80.4% |