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 | $222,522 | $153,772+44.7% | $133,980+66.1% | $273,961-18.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 20.03% | 36.51%-16.5pp | 29.30%-9.3pp | 41.45%-21.4pp |
| Employer contribution / active EE | $2,384 | $6,029-60.5% | $5,211-54.3% | $4,869-51.0% |
| Participant deferral / active EE | $9,535 | $6,958+37.0% | $6,282+51.8% | $5,287+80.3% |
| Admin fee / account holder | $9,664 | $11,765-17.9% | $9,324+3.6% | $10,132-4.6% |