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 | $191,859 | $81,460+135.5% | $103,333+85.7% | $80,856+137.3% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 14.85% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,434 | $3,105-21.6% | $3,868-37.1% | $2,755-11.7% |
| Participant deferral / active EE | $6,951 | $3,869+79.7% | $5,057+37.4% | $4,296+61.8% |
| Admin fee / account holder | $34,678 | $6,566+428.1% | $8,355+315.1% | $6,918+401.3% |