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 | $161,160 | $135,952+18.5% | $123,892+30.1% | $273,961-41.2% |
| Participation rate | 95.5% | 84.1%+11.4pp | 81.4%+14.0pp | 83.0%+12.4pp |
| Annual return | 9.72% | 56.63%-46.9pp | 47.52%-37.8pp | 41.45%-31.7pp |
| Employer contribution / active EE | $2,813 | $5,170-45.6% | $4,617-39.1% | $4,869-42.2% |
| Participant deferral / active EE | $7,887 | $6,343+24.3% | $5,984+31.8% | $5,287+49.2% |
| Admin fee / account holder | $4,688 | $9,817-52.2% | $8,357-43.9% | $10,132-53.7% |