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 | $198,989 | $79,449+150.5% | $189,557+5.0% | $85,850+131.8% |
| Participation rate | 77.8% | 66.0%+11.8pp | 78.4%-0.7pp | 69.3%+8.5pp |
| Annual return | 16.25% | 18.45%-2.2pp | 64.17%-47.9pp | 318.53%-302.3pp |
| Employer contribution / active EE | $2,567 | $2,081+23.3% | $4,412-41.8% | $2,565+0.1% |
| Participant deferral / active EE | $7,061 | $4,051+74.3% | $6,174+14.4% | $3,952+78.7% |
| Admin fee / account holder | $1,210 | $5,377-77.5% | $9,807-87.7% | $6,260-80.7% |