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 | $208,119 | $109,881+89.4% | $150,045+38.7% | $84,808+145.4% |
| Participation rate | 83.6% | 76.1%+7.6pp | 82.3%+1.3pp | 68.3%+15.3pp |
| Annual return | 15.85% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $10,533 | $3,561+195.8% | $4,693+124.4% | $2,631+300.3% |
| Participant deferral / active EE | $5,803 | $6,636-12.6% | $7,997-27.4% | $4,212+37.8% |
| Admin fee / account holder | $8,452 | $8,568-1.4% | $13,435-37.1% | $7,344+15.1% |