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 | $138,449 | $64,480+114.7% | $81,382+70.1% | $80,856+71.2% |
| Participation rate | 78.6% | 63.9%+14.7pp | 69.5%+9.1pp | 67.6%+10.9pp |
| Annual return | 10.75% | 16.34%-5.6pp | 24.73%-14.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,989 | $1,978+51.1% | $2,463+21.4% | $2,755+8.5% |
| Participant deferral / active EE | $11,709 | $3,094+278.5% | $3,883+201.5% | $4,296+172.6% |
| Admin fee / account holder | $2,326 | $5,671-59.0% | $5,768-59.7% | $6,918-66.4% |