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 | $217,690 | $109,881+98.1% | $150,045+45.1% | $84,808+156.7% |
| Participation rate | 81.5% | 76.1%+5.4pp | 82.3%-0.8pp | 68.3%+13.2pp |
| Annual return | 19.15% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $4,890 | $3,561+37.3% | $4,693+4.2% | $2,631+85.9% |
| Participant deferral / active EE | $10,794 | $6,636+62.7% | $7,997+35.0% | $4,212+156.3% |
| Admin fee / account holder | $2,541 | $8,568-70.3% | $13,435-81.1% | $7,344-65.4% |