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 | $232,634 | $102,828+126.2% | $105,387+120.7% | $152,861+52.2% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.6%-0.7pp | 82.4%-0.6pp |
| Annual return | 18.17% | 20.85%-2.7pp | 26.82%-8.7pp | 345.32%-327.1pp |
| Employer contribution / active EE | $10,152 | $4,473+127.0% | $4,213+141.0% | $4,762+113.2% |
| Participant deferral / active EE | $7,827 | $5,465+43.2% | $5,502+42.3% | $5,850+33.8% |
| Admin fee / account holder | $7,957 | $8,683-8.4% | $6,559+21.3% | $11,596-31.4% |