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 | $191,746 | $109,881+74.5% | $150,045+27.8% | $84,808+126.1% |
| Participation rate | 98.3% | 76.1%+22.2pp | 82.3%+16.0pp | 68.3%+30.0pp |
| Annual return | 24.91% | 28.25%-3.3pp | 62.55%-37.6pp | 40.90%-16.0pp |
| Employer contribution / active EE | $4,445 | $3,561+24.8% | $4,693-5.3% | $2,631+69.0% |
| Participant deferral / active EE | $10,856 | $6,636+63.6% | $7,997+35.8% | $4,212+157.8% |
| Admin fee / account holder | $3,811 | $8,568-55.5% | $13,435-71.6% | $7,344-48.1% |