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 | $148,693 | $214,378-30.6% | $200,582-25.9% | $142,382+4.4% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 24.56% | 46.41%-21.8pp | 42.33%-17.8pp | 217.08%-192.5pp |
| Employer contribution / active EE | $7,306 | $6,841+6.8% | $6,419+13.8% | $4,299+69.9% |
| Participant deferral / active EE | $13,810 | $9,865+40.0% | $9,331+48.0% | $6,507+112.2% |
| Admin fee / account holder | $37,526 | $17,692+112.1% | $16,305+130.2% | $12,624+197.3% |