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 | $185,596 | $80,968+129.2% | $96,544+92.2% | $75,163+146.9% |
| Participation rate | 84.6% | 71.8%+12.8pp | 76.0%+8.7pp | 67.2%+17.4pp |
| Annual return | 18.93% | 27.06%-8.1pp | 25.84%-6.9pp | 160.62%-141.7pp |
| Employer contribution / active EE | $7,138 | $2,282+212.8% | $2,965+140.8% | $2,670+167.4% |
| Participant deferral / active EE | $5,529 | $3,928+40.8% | $4,851+14.0% | $4,125+34.0% |
| Admin fee / account holder | $15,594 | $6,724+131.9% | $8,252+89.0% | $5,651+176.0% |