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 | $188,303 | $181,894+3.5% | $156,549+20.3% | $273,961-31.3% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 7.34% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $6,143 | $6,248-1.7% | $5,501+11.7% | $4,869+26.2% |
| Participant deferral / active EE | $5,955 | $5,550+7.3% | $4,871+22.3% | $5,287+12.6% |
| Admin fee / account holder | $2,107 | $15,559-86.5% | $13,027-83.8% | $10,132-79.2% |