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 | $153,022 | $138,562+10.4% | $246,525-37.9% | $116,875+30.9% |
| Participation rate | 70.0% | 72.8%-2.8pp | 82.0%-12.0pp | 74.5%-4.5pp |
| Annual return | 18.67% | 16.14%+2.5pp | 0.46%+18.2pp | 16.29%+2.4pp |
| Employer contribution / active EE | $3,995 | $4,835-17.4% | $7,467-46.5% | $3,288+21.5% |
| Participant deferral / active EE | $4,249 | $4,207+1.0% | $5,422-21.6% | $3,885+9.4% |
| Admin fee / account holder | $35,973 | $18,110+98.6% | $16,551+117.3% | $12,263+193.3% |