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 | $209,104 | $93,571+123.5% | $135,903+53.9% | $75,163+178.2% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 24.01% | 30.90%-6.9pp | 68.23%-44.2pp | 160.62%-136.6pp |
| Employer contribution / active EE | $4,101 | $3,537+16.0% | $4,856-15.6% | $2,670+53.6% |
| Participant deferral / active EE | $9,455 | $6,404+47.6% | $7,758+21.9% | $4,125+129.2% |
| Admin fee / account holder | $602 | $6,975-91.4% | $10,762-94.4% | $5,651-89.3% |