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 | $144,785 | $81,460+77.7% | $103,333+40.1% | $80,856+79.1% |
| Participation rate | 88.9% | 66.8%+22.0pp | 74.5%+14.4pp | 67.6%+21.3pp |
| Annual return | 10.73% | 25.55%-14.8pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,960 | $3,105-4.7% | $3,868-23.5% | $2,755+7.4% |
| Participant deferral / active EE | $6,817 | $3,869+76.2% | $5,057+34.8% | $4,296+58.7% |
| Admin fee / account holder | $5,355 | $6,566-18.4% | $8,355-35.9% | $6,918-22.6% |