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 | $247,122 | $94,625+161.2% | $116,228+112.6% | $84,808+191.4% |
| Participation rate | 90.6% | 70.4%+20.2pp | 74.6%+16.1pp | 68.3%+22.3pp |
| Annual return | 20.38% | 20.40%0pp | 90.06%-69.7pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,650 | $2,347+12.9% | $2,994-11.5% | $2,631+0.7% |
| Participant deferral / active EE | $4,401 | $3,972+10.8% | $4,953-11.1% | $4,212+4.5% |
| Admin fee / account holder | $4,041 | $10,091-60.0% | $11,989-66.3% | $7,344-45.0% |