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 | $155,333 | $109,413+42.0% | $156,263-0.6% | $84,808+83.2% |
| Participation rate | 93.8% | 72.7%+21.1pp | 78.9%+14.8pp | 68.3%+25.4pp |
| Annual return | 16.66% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,949 | $2,907+1.4% | $4,333-32.0% | $2,631+12.1% |
| Participant deferral / active EE | $4,506 | $4,590-1.8% | $6,158-26.8% | $4,212+7.0% |
| Admin fee / account holder | $4,281 | $9,357-54.2% | $14,255-70.0% | $7,344-41.7% |