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 9-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 | $149,350 | $109,881+35.9% | $150,045-0.5% | $84,808+76.1% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 15.12% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,747 | $3,561-22.9% | $4,693-41.5% | $2,631+4.4% |
| Participant deferral / active EE | $9,334 | $6,636+40.7% | $7,997+16.7% | $4,212+121.6% |
| Admin fee / account holder | $1,919 | $8,568-77.6% | $13,435-85.7% | $7,344-73.9% |