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 | $150,865 | $72,277+108.7% | $101,248+49.0% | $79,858+88.9% |
| Participation rate | 77.6% | 68.5%+9.1pp | 75.8%+1.7pp | 69.6%+7.9pp |
| Annual return | 14.13% | 22.30%-8.2pp | 46.47%-32.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $3,155 | $2,692+17.2% | $3,660-13.8% | $2,471+27.7% |
| Participant deferral / active EE | $10,369 | $3,282+216.0% | $4,370+137.3% | $3,740+177.2% |
| Admin fee / account holder | $1,658 | $4,400-62.3% | $5,945-72.1% | $5,306-68.7% |