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 | $146,472 | $81,248+80.3% | $155,509-5.8% | $80,856+81.2% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 11.51% | 33.31%-21.8pp | 64.67%-53.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $4,357 | $3,100+40.6% | $4,672-6.7% | $2,755+58.2% |
| Participant deferral / active EE | $9,819 | $3,452+184.5% | $5,626+74.5% | $4,296+128.6% |
| Admin fee / account holder | $1,314 | $7,997-83.6% | $15,912-91.7% | $6,918-81.0% |