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 | $184,903 | $79,944+131.3% | $98,439+87.8% | $75,163+146.0% |
| Participation rate | 73.3% | 70.4%+3.0pp | 75.2%-1.8pp | 67.2%+6.1pp |
| Annual return | 15.11% | 19.75%-4.6pp | 21.16%-6.0pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,467 | $2,264-35.2% | $3,048-51.9% | $2,670-45.1% |
| Participant deferral / active EE | $4,655 | $3,752+24.1% | $4,738-1.7% | $4,125+12.9% |
| Admin fee / account holder | $14,176 | $6,840+107.3% | $8,948+58.4% | $5,651+150.9% |