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 | $215,719 | $80,717+167.3% | $154,803+39.4% | $84,808+154.4% |
| Participation rate | 91.2% | 66.8%+24.4pp | 78.1%+13.1pp | 68.3%+22.9pp |
| Annual return | 16.37% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $11,806 | $2,761+327.6% | $4,305+174.2% | $2,631+348.7% |
| Participant deferral / active EE | $12,388 | $3,303+275.1% | $5,540+123.6% | $4,212+194.2% |
| Admin fee / account holder | $31,377 | $6,746+365.1% | $14,329+119.0% | $7,344+327.3% |