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 | $152,309 | $103,376+47.3% | $87,100+74.9% | $152,861-0.4% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.9%+16.9pp | 82.4%+11.3pp |
| Annual return | 30.88% | 28.10%+2.8pp | 28.19%+2.7pp | 345.32%-314.4pp |
| Employer contribution / active EE | $1,246 | $3,220-61.3% | $2,521-50.6% | $4,762-73.8% |
| Participant deferral / active EE | $4,969 | $4,778+4.0% | $4,049+22.7% | $5,850-15.1% |
| Admin fee / account holder | $1,487 | $12,205-87.8% | $7,497-80.2% | $11,596-87.2% |