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 | $237,631 | $163,101+45.7% | $136,749+73.8% | $142,382+66.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.80% | 27.54%-12.7pp | 24.33%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,309 | $4,117-43.9% | $3,400-32.1% | $4,299-46.3% |
| Participant deferral / active EE | $9,971 | $5,585+78.5% | $4,692+112.5% | $6,507+53.2% |
| Admin fee / account holder | $22,819 | $14,318+59.4% | $11,386+100.4% | $12,624+80.8% |