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 | $159,521 | $85,022+87.6% | $70,515+126.2% | $139,434+14.4% |
| Participation rate | 94.4% | 73.9%+20.5pp | 68.3%+26.1pp | 80.3%+14.1pp |
| Annual return | 30.63% | 30.38%+0.3pp | 32.77%-2.1pp | 372.94%-342.3pp |
| Employer contribution / active EE | $3,086 | $3,909-21.0% | $2,973+3.8% | $4,751-35.0% |
| Participant deferral / active EE | $6,580 | $5,890+11.7% | $4,567+44.1% | $6,710-1.9% |
| Admin fee / account holder | $5,985 | $8,906-32.8% | $6,412-6.7% | $11,403-47.5% |