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 | $156,810 | $153,772+2.0% | $133,980+17.0% | $273,961-42.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.56% | 36.51%-29.0pp | 29.30%-21.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $7,316 | $6,029+21.4% | $5,211+40.4% | $4,869+50.3% |
| Participant deferral / active EE | $7,021 | $6,958+0.9% | $6,282+11.8% | $5,287+32.8% |
| Admin fee / account holder | $6,572 | $11,765-44.1% | $9,324-29.5% | $10,132-35.1% |