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 | $188,680 | $78,672+139.8% | $109,143+72.9% | $85,850+119.8% |
| Participation rate | 96.2% | 68.3%+27.9pp | 75.9%+20.3pp | 69.3%+26.8pp |
| Annual return | 14.85% | 25.09%-10.2pp | 25.75%-10.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $5,007 | $2,735+83.1% | $3,722+34.5% | $2,565+95.2% |
| Participant deferral / active EE | $10,597 | $3,467+205.6% | $4,653+127.7% | $3,952+168.2% |
| Admin fee / account holder | $1,825 | $5,469-66.6% | $6,752-73.0% | $6,260-70.8% |