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 | $206,346 | $127,065+62.4% | $113,168+82.3% | $142,382+44.9% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 36.43% | 24.03%+12.4pp | 24.27%+12.2pp | 217.08%-180.6pp |
| Employer contribution / active EE | $1,172 | $3,442-65.9% | $2,975-60.6% | $4,299-72.7% |
| Participant deferral / active EE | $11,245 | $5,716+96.7% | $5,107+120.2% | $6,507+72.8% |
| Admin fee / account holder | $1,767 | $15,736-88.8% | $12,068-85.4% | $12,624-86.0% |