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 | $167,554 | $124,281+34.8% | $109,143+53.5% | $167,4900% |
| Participation rate | 93.8% | 79.4%+14.3pp | 75.9%+17.9pp | 82.1%+11.6pp |
| Annual return | 10.01% | 26.04%-16.0pp | 25.75%-15.7pp | 478.56%-468.6pp |
| Employer contribution / active EE | $10,083 | $4,207+139.6% | $3,722+170.9% | $4,837+108.4% |
| Participant deferral / active EE | $9,946 | $5,255+89.3% | $4,653+113.7% | $6,341+56.8% |
| Admin fee / account holder | $7,358 | $7,970-7.7% | $6,752+9.0% | $12,309-40.2% |