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 | $152,499 | $72,277+111.0% | $101,248+50.6% | $79,858+91.0% |
| Participation rate | 78.6% | 68.5%+10.1pp | 75.8%+2.8pp | 69.6%+8.9pp |
| Annual return | 14.24% | 22.30%-8.1pp | 46.47%-32.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,199 | $2,692-18.3% | $3,660-39.9% | $2,471-11.0% |
| Participant deferral / active EE | $4,399 | $3,282+34.0% | $4,370+0.7% | $3,740+17.6% |
| Admin fee / account holder | $559 | $4,400-87.3% | $5,945-90.6% | $5,306-89.5% |