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 | $183,697 | $110,257+66.6% | $96,544+90.3% | $139,434+31.7% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 12.26% | 26.32%-14.1pp | 25.84%-13.6pp | 372.94%-360.7pp |
| Employer contribution / active EE | $3,616 | $3,620-0.1% | $2,965+22.0% | $4,751-23.9% |
| Participant deferral / active EE | $7,686 | $5,548+38.5% | $4,851+58.4% | $6,710+14.5% |
| Admin fee / account holder | $3,527 | $11,591-69.6% | $8,252-57.3% | $11,403-69.1% |