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 | $154,158 | $109,413+40.9% | $156,263-1.3% | $84,808+81.8% |
| Participation rate | 92.9% | 72.7%+20.2pp | 78.9%+13.9pp | 68.3%+24.5pp |
| Annual return | 15.68% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $7,744 | $2,907+166.4% | $4,333+78.7% | $2,631+194.4% |
| Participant deferral / active EE | $7,041 | $4,590+53.4% | $6,158+14.3% | $4,212+67.2% |
| Admin fee / account holder | $6,390 | $9,357-31.7% | $14,255-55.2% | $7,344-13.0% |