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 | $150,518 | $54,762+174.9% | $90,281+66.7% | $72,985+106.2% |
| Participation rate | 97.3% | 65.1%+32.2pp | 73.3%+24.0pp | 69.5%+27.8pp |
| Annual return | 21.69% | 30.63%-8.9pp | 78.10%-56.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $2,267 | $2,092+8.3% | $2,854-20.6% | $2,440-7.1% |
| Participant deferral / active EE | $4,477 | $2,887+55.1% | $3,885+15.2% | $3,607+24.1% |
| Admin fee / account holder | $7,038 | $3,972+77.2% | $5,351+31.5% | $5,124+37.3% |