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 | $216,083 | $81,460+165.3% | $103,333+109.1% | $80,856+167.2% |
| Participation rate | 70.0% | 66.8%+3.2pp | 74.5%-4.5pp | 67.6%+2.4pp |
| Annual return | 12.16% | 25.55%-13.4pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $8,539 | $3,105+175.0% | $3,868+120.8% | $2,755+210.0% |
| Participant deferral / active EE | $2,186 | $3,869-43.5% | $5,057-56.8% | $4,296-49.1% |
| Admin fee / account holder | $9,977 | $6,566+51.9% | $8,355+19.4% | $6,918+44.2% |