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 | $213,203 | $81,460+161.7% | $103,333+106.3% | $80,856+163.7% |
| Participation rate | 80.8% | 66.8%+13.9pp | 74.5%+6.3pp | 67.6%+13.1pp |
| Annual return | 16.81% | 25.55%-8.7pp | 24.88%-8.1pp | 35.59%-18.8pp |
| Employer contribution / active EE | $4,419 | $3,105+42.3% | $3,868+14.2% | $2,755+60.4% |
| Participant deferral / active EE | $10,260 | $3,869+165.2% | $5,057+102.9% | $4,296+138.8% |
| Admin fee / account holder | $5,403 | $6,566-17.7% | $8,355-35.3% | $6,918-21.9% |