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 | $186,273 | $135,952+37.0% | $123,892+50.4% | $273,961-32.0% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 6.91% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $5,680 | $5,170+9.9% | $4,617+23.0% | $4,869+16.7% |
| Participant deferral / active EE | $11,281 | $6,343+77.9% | $5,984+88.5% | $5,287+113.4% |
| Admin fee / account holder | $20,714 | $9,817+111.0% | $8,357+147.9% | $10,132+104.4% |