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 | $182,203 | $65,365+178.7% | $92,893+96.1% | $72,985+149.6% |
| Participation rate | 96.3% | 68.3%+28.0pp | 76.0%+20.3pp | 69.5%+26.8pp |
| Annual return | 21.63% | 42.10%-20.5pp | 109.41%-87.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,259 | $2,594-12.9% | $3,653-38.2% | $2,440-7.4% |
| Participant deferral / active EE | $7,561 | $3,128+141.7% | $4,236+78.5% | $3,607+109.6% |
| Admin fee / account holder | $1,036 | $4,251-75.6% | $5,794-82.1% | $5,124-79.8% |