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 | $206,703 | $138,562+49.2% | $246,525-16.2% | $116,875+76.9% |
| Participation rate | 94.9% | 72.8%+22.1pp | 82.0%+12.9pp | 74.5%+20.3pp |
| Annual return | 14.57% | 16.14%-1.6pp | 0.46%+14.1pp | 16.29%-1.7pp |
| Employer contribution / active EE | $7,815 | $4,835+61.6% | $7,467+4.7% | $3,288+137.7% |
| Participant deferral / active EE | $8,300 | $4,207+97.3% | $5,422+53.1% | $3,885+113.6% |
| Admin fee / account holder | $61,461 | $18,110+239.4% | $16,551+271.4% | $12,263+401.2% |