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 | $199,316 | $127,065+56.9% | $113,168+76.1% | $142,382+40.0% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 17.12% | 24.03%-6.9pp | 24.27%-7.1pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,863 | $3,442+12.2% | $2,975+29.8% | $4,299-10.1% |
| Participant deferral / active EE | $9,502 | $5,716+66.2% | $5,107+86.1% | $6,507+46.0% |
| Admin fee / account holder | $3,969 | $15,736-74.8% | $12,068-67.1% | $12,624-68.6% |