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 7-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 | $173,097 | $81,460+112.5% | $103,333+67.5% | $80,856+114.1% |
| Participation rate | 96.6% | 66.8%+29.7pp | 74.5%+22.0pp | 67.6%+28.9pp |
| Annual return | 13.55% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $4,162 | $3,105+34.0% | $3,868+7.6% | $2,755+51.1% |
| Participant deferral / active EE | $9,138 | $3,869+136.2% | $5,057+80.7% | $4,296+112.7% |
| Admin fee / account holder | $1,921 | $6,566-70.7% | $8,355-77.0% | $6,918-72.2% |