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 | $155,314 | $73,933+110.1% | $96,683+60.6% | $75,163+106.6% |
| Participation rate | 96.6% | 66.4%+30.1pp | 74.3%+22.2pp | 67.2%+29.4pp |
| Annual return | 27.02% | 26.70%+0.3pp | 35.69%-8.7pp | 160.62%-133.6pp |
| Employer contribution / active EE | $3,102 | $2,928+6.0% | $3,737-17.0% | $2,670+16.2% |
| Participant deferral / active EE | $6,547 | $3,659+78.9% | $4,878+34.2% | $4,125+58.7% |
| Admin fee / account holder | $995 | $5,216-80.9% | $6,730-85.2% | $5,651-82.4% |