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 | $140,597 | $148,978-5.6% | $200,582-29.9% | $84,808+65.8% |
| Participation rate | 88.2% | 84.2%+4.0pp | 86.9%+1.4pp | 68.3%+19.9pp |
| Annual return | 19.29% | 28.16%-8.9pp | 42.33%-23.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $5,814 | $4,815+20.8% | $6,419-9.4% | $2,631+121.0% |
| Participant deferral / active EE | $14,399 | $7,142+101.6% | $9,331+54.3% | $4,212+241.9% |
| Admin fee / account holder | $37,445 | $13,977+167.9% | $16,305+129.7% | $7,344+409.9% |