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 | $177,700 | $181,894-2.3% | $156,549+13.5% | $273,961-35.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 6.03% | 30.74%-24.7pp | 32.23%-26.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $8,443 | $6,248+35.1% | $5,501+53.5% | $4,869+73.4% |
| Participant deferral / active EE | $8,277 | $5,550+49.1% | $4,871+69.9% | $5,287+56.5% |
| Admin fee / account holder | $63,753 | $15,559+309.7% | $13,027+389.4% | $10,132+529.2% |