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 | $208,535 | $95,803+117.7% | $113,168+84.3% | $84,808+145.9% |
| Participation rate | 80.6% | 72.9%+7.8pp | 76.6%+4.1pp | 68.3%+12.3pp |
| Annual return | 15.18% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,594 | $2,360+9.9% | $2,975-12.8% | $2,631-1.4% |
| Participant deferral / active EE | $8,044 | $4,242+89.6% | $5,107+57.5% | $4,212+91.0% |
| Admin fee / account holder | $7,604 | $8,989-15.4% | $12,068-37.0% | $7,344+3.5% |