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 | $234,760 | $109,413+114.6% | $156,263+50.2% | $84,808+176.8% |
| Participation rate | 90.6% | 72.7%+17.9pp | 78.9%+11.7pp | 68.3%+22.3pp |
| Annual return | 17.28% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,972 | $2,907+36.6% | $4,333-8.3% | $2,631+51.0% |
| Participant deferral / active EE | $7,057 | $4,590+53.8% | $6,158+14.6% | $4,212+67.6% |
| Admin fee / account holder | $15,122 | $9,357+61.6% | $14,255+6.1% | $7,344+105.9% |