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 | $153,448 | $132,239+16.0% | $105,722+45.1% | $273,961-44.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 9.66% | 10.07%-0.4pp | 12.25%-2.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $7,314 | $4,867+50.3% | $4,079+79.3% | $4,869+50.2% |
| Participant deferral / active EE | $13,420 | $6,233+115.3% | $5,326+152.0% | $5,287+153.8% |
| Admin fee / account holder | $10,257 | $12,032-14.8% | $8,308+23.5% | $10,132+1.2% |