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 | $155,973 | $86,929+79.4% | $102,423+52.3% | $80,856+92.9% |
| Participation rate | 84.6% | 72.4%+12.2pp | 76.5%+8.1pp | 67.6%+17.0pp |
| Annual return | 16.70% | 18.88%-2.2pp | 29.32%-12.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $3,031 | $2,369+27.9% | $3,023+0.3% | $2,755+10.0% |
| Participant deferral / active EE | $6,821 | $4,118+65.6% | $5,053+35.0% | $4,296+58.8% |
| Admin fee / account holder | $22,197 | $8,049+175.8% | $9,451+134.9% | $6,918+220.9% |