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 | $155,938 | $101,724+53.3% | $164,813-5.4% | $80,856+92.9% |
| Participation rate | 81.5% | 71.8%+9.7pp | 78.6%+2.9pp | 67.6%+13.8pp |
| Annual return | 13.92% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $6,592 | $2,953+123.2% | $4,341+51.9% | $2,755+139.3% |
| Participant deferral / active EE | $10,509 | $4,477+134.7% | $6,031+74.2% | $4,296+144.6% |
| Admin fee / account holder | $19,527 | $8,227+137.3% | $12,690+53.9% | $6,918+182.3% |