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 | $159,889 | $94,625+69.0% | $116,228+37.6% | $84,808+88.5% |
| Participation rate | 95.3% | 70.4%+24.9pp | 74.6%+20.8pp | 68.3%+27.0pp |
| Annual return | 17.62% | 20.40%-2.8pp | 90.06%-72.4pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,830 | $2,347+20.6% | $2,994-5.5% | $2,631+7.5% |
| Participant deferral / active EE | $5,600 | $3,972+41.0% | $4,953+13.1% | $4,212+33.0% |
| Admin fee / account holder | $5,701 | $10,091-43.5% | $11,989-52.4% | $7,344-22.4% |