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 | $151,637 | $106,584+42.3% | $101,326+49.7% | $142,382+6.5% |
| Participation rate | 73.7% | 82.7%-9.0pp | 81.5%-7.8pp | 80.1%-6.4pp |
| Annual return | 15.12% | 36.93%-21.8pp | 36.82%-21.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,694 | $3,956-31.9% | $3,665-26.5% | $4,299-37.3% |
| Participant deferral / active EE | $11,073 | $8,297+33.5% | $7,994+38.5% | $6,507+70.2% |
| Admin fee / account holder | $12,949 | $11,446+13.1% | $11,185+15.8% | $12,624+2.6% |