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 | $161,640 | $81,248+98.9% | $155,509+3.9% | $80,856+99.9% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 16.08% | 33.31%-17.2pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,763 | $3,100+21.4% | $4,672-19.5% | $2,755+36.6% |
| Participant deferral / active EE | $8,646 | $3,452+150.5% | $5,626+53.7% | $4,296+101.3% |
| Admin fee / account holder | $1,011 | $7,997-87.4% | $15,912-93.6% | $6,918-85.4% |