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 | $241,214 | $83,477+189.0% | $125,175+92.7% | $72,985+230.5% |
| Participation rate | 89.5% | 73.3%+16.2pp | 79.8%+9.7pp | 69.5%+20.0pp |
| Annual return | 23.36% | 25.78%-2.4pp | 43.79%-20.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,642 | $2,345+55.3% | $3,865-5.8% | $2,440+49.3% |
| Participant deferral / active EE | $7,486 | $3,585+108.8% | $4,937+51.6% | $3,607+107.5% |
| Admin fee / account holder | $1,636 | $5,517-70.4% | $9,702-83.1% | $5,124-68.1% |