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 | $209,134 | $95,803+118.3% | $113,168+84.8% | $84,808+146.6% |
| Participation rate | 93.1% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.7pp |
| Annual return | 14.25% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $4,215 | $2,360+78.6% | $2,975+41.7% | $2,631+60.2% |
| Participant deferral / active EE | $8,382 | $4,242+97.6% | $5,107+64.1% | $4,212+99.0% |
| Admin fee / account holder | $15,688 | $8,989+74.5% | $12,068+30.0% | $7,344+113.6% |