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 | $147,114 | $95,803+53.6% | $113,168+30.0% | $84,808+73.5% |
| Participation rate | 84.8% | 72.9%+12.0pp | 76.6%+8.3pp | 68.3%+16.5pp |
| Annual return | 19.62% | 25.00%-5.4pp | 24.27%-4.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,446 | $2,360+3.7% | $2,975-17.8% | $2,631-7.0% |
| Participant deferral / active EE | $9,296 | $4,242+119.1% | $5,107+82.0% | $4,212+120.7% |
| Admin fee / account holder | $4,632 | $8,989-48.5% | $12,068-61.6% | $7,344-36.9% |