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 | $192,831 | $69,518+177.4% | $59,878+222.0% | $135,375+42.4% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.7%+17.0pp | 82.6%+9.0pp |
| Annual return | 12.75% | 7.94%+4.8pp | 3.46%+9.3pp | 519.73%-507.0pp |
| Employer contribution / active EE | $10,875 | $3,235+236.2% | $2,722+299.6% | $4,779+127.6% |
| Participant deferral / active EE | $7,745 | $4,206+84.1% | $3,402+127.7% | $5,609+38.1% |
| Admin fee / account holder | $4,074 | $5,734-29.0% | $3,590+13.5% | $10,827-62.4% |