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 | $183,823 | $72,277+154.3% | $101,248+81.6% | $79,858+130.2% |
| Participation rate | 96.0% | 68.5%+27.5pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | 12.70% | 22.30%-9.6pp | 46.47%-33.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $2,370 | $2,692-11.9% | $3,660-35.2% | $2,471-4.1% |
| Participant deferral / active EE | $7,754 | $3,282+136.3% | $4,370+77.4% | $3,740+107.3% |
| Admin fee / account holder | $51,764 | $4,400+1076.4% | $5,945+770.6% | $5,306+875.5% |