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 | $156,017 | $109,413+42.6% | $156,263-0.2% | $84,808+84.0% |
| Participation rate | 96.7% | 72.7%+24.0pp | 78.9%+17.8pp | 68.3%+28.4pp |
| Annual return | 13.07% | 20.18%-7.1pp | 59.47%-46.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $10,459 | $2,907+259.8% | $4,333+141.4% | $2,631+297.5% |
| Participant deferral / active EE | $4,566 | $4,590-0.5% | $6,158-25.9% | $4,212+8.4% |
| Admin fee / account holder | $8,528 | $9,357-8.9% | $14,255-40.2% | $7,344+16.1% |