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 | $230,278 | $101,724+126.4% | $164,813+39.7% | $80,856+184.8% |
| Participation rate | 75.4% | 71.8%+3.6pp | 78.6%-3.2pp | 67.6%+7.8pp |
| Annual return | 13.12% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,571 | $2,953-13.0% | $4,341-40.8% | $2,755-6.7% |
| Participant deferral / active EE | $6,764 | $4,477+51.1% | $6,031+12.1% | $4,296+57.5% |
| Admin fee / account holder | $3,789 | $8,227-53.9% | $12,690-70.1% | $6,918-45.2% |