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 | $144,829 | $110,257+31.4% | $96,544+50.0% | $139,434+3.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 20.10% | 26.32%-6.2pp | 25.84%-5.7pp | 372.94%-352.8pp |
| Employer contribution / active EE | $3,192 | $3,620-11.8% | $2,965+7.7% | $4,751-32.8% |
| Participant deferral / active EE | $6,963 | $5,548+25.5% | $4,851+43.5% | $6,710+3.8% |
| Admin fee / account holder | $2,248 | $11,591-80.6% | $8,252-72.8% | $11,403-80.3% |