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 | $181,474 | $109,881+65.2% | $150,045+20.9% | $84,808+114.0% |
| Participation rate | 91.2% | 76.1%+15.1pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 22.41% | 28.25%-5.8pp | 62.55%-40.1pp | 40.90%-18.5pp |
| Employer contribution / active EE | $5,474 | $3,561+53.7% | $4,693+16.6% | $2,631+108.1% |
| Participant deferral / active EE | $10,337 | $6,636+55.8% | $7,997+29.3% | $4,212+145.4% |
| Admin fee / account holder | $33,806 | $8,568+294.6% | $13,435+151.6% | $7,344+360.3% |