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 | $149,872 | $123,793+21.1% | $177,821-15.7% | $79,858+87.7% |
| Participation rate | 96.6% | 84.7%+11.9pp | 87.7%+8.8pp | 69.6%+26.9pp |
| Annual return | 18.62% | 22.82%-4.2pp | 48.32%-29.7pp | 31.71%-13.1pp |
| Employer contribution / active EE | $5,034 | $4,095+22.9% | $5,918-14.9% | $2,471+103.7% |
| Participant deferral / active EE | $9,724 | $5,956+63.3% | $7,714+26.1% | $3,740+160.0% |
| Admin fee / account holder | $2,661 | $7,243-63.3% | $12,427-78.6% | $5,306-49.9% |