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 | $216,939 | $95,803+126.4% | $113,168+91.7% | $84,808+155.8% |
| Participation rate | 96.2% | 72.9%+23.3pp | 76.6%+19.6pp | 68.3%+27.8pp |
| Annual return | 20.77% | 25.00%-4.2pp | 24.27%-3.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $3,075 | $2,360+30.3% | $2,975+3.4% | $2,631+16.9% |
| Participant deferral / active EE | $10,159 | $4,242+139.5% | $5,107+98.9% | $4,212+141.2% |
| Admin fee / account holder | $4,586 | $8,989-49.0% | $12,068-62.0% | $7,344-37.5% |