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 | $222,068 | $127,065+74.8% | $113,168+96.2% | $142,382+56.0% |
| Participation rate | 95.0% | 79.2%+15.8pp | 76.6%+18.4pp | 80.1%+14.9pp |
| Annual return | 15.29% | 24.03%-8.7pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $12,737 | $3,442+270.0% | $2,975+328.1% | $4,299+196.3% |
| Participant deferral / active EE | $5,027 | $5,716-12.1% | $5,107-1.6% | $6,507-22.7% |
| Admin fee / account holder | $8,852 | $15,736-43.7% | $12,068-26.7% | $12,624-29.9% |