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 | $235,521 | $181,894+29.5% | $156,549+50.4% | $273,961-14.0% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 12.30% | 30.74%-18.4pp | 32.23%-19.9pp | 41.45%-29.2pp |
| Employer contribution / active EE | $10,973 | $6,248+75.6% | $5,501+99.5% | $4,869+125.4% |
| Participant deferral / active EE | $6,711 | $5,550+20.9% | $4,871+37.8% | $5,287+26.9% |
| Admin fee / account holder | $1,190 | $15,559-92.4% | $13,027-90.9% | $10,132-88.3% |