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 | $196,169 | $181,894+7.8% | $156,549+25.3% | $273,961-28.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.98% | 30.74%-24.8pp | 32.23%-26.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $8,927 | $6,248+42.9% | $5,501+62.3% | $4,869+83.3% |
| Participant deferral / active EE | $8,220 | $5,550+48.1% | $4,871+68.8% | $5,287+55.5% |
| Admin fee / account holder | $1,350 | $15,559-91.3% | $13,027-89.6% | $10,132-86.7% |