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 | $161,867 | $81,460+98.7% | $103,333+56.6% | $80,856+100.2% |
| Participation rate | 76.0% | 66.8%+9.2pp | 74.5%+1.5pp | 67.6%+8.4pp |
| Annual return | 20.22% | 25.55%-5.3pp | 24.88%-4.7pp | 35.59%-15.4pp |
| Employer contribution / active EE | $2,708 | $3,105-12.8% | $3,868-30.0% | $2,755-1.7% |
| Participant deferral / active EE | $5,415 | $3,869+40.0% | $5,057+7.1% | $4,296+26.1% |
| Admin fee / account holder | $2,456 | $6,566-62.6% | $8,355-70.6% | $6,918-64.5% |