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 | $157,287 | $74,927+109.9% | $101,794+54.5% | $84,808+85.5% |
| Participation rate | 90.8% | 61.4%+29.4pp | 69.2%+21.6pp | 68.3%+22.5pp |
| Annual return | 14.55% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $5,225 | $1,522+243.4% | $2,289+128.3% | $2,631+98.6% |
| Participant deferral / active EE | $7,166 | $3,099+131.2% | $4,084+75.5% | $4,212+70.2% |
| Admin fee / account holder | $24,889 | $6,514+282.1% | $8,777+183.6% | $7,344+238.9% |