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 | $240,740 | $81,248+196.3% | $155,509+54.8% | $80,856+197.7% |
| Participation rate | 86.7% | 66.2%+20.4pp | 78.2%+8.5pp | 67.6%+19.0pp |
| Annual return | 14.54% | 33.31%-18.8pp | 64.67%-50.1pp | 35.59%-21.1pp |
| Employer contribution / active EE | $7,775 | $3,100+150.8% | $4,672+66.4% | $2,755+182.2% |
| Participant deferral / active EE | $6,572 | $3,452+90.4% | $5,626+16.8% | $4,296+53.0% |
| Admin fee / account holder | $27,867 | $7,997+248.5% | $15,912+75.1% | $6,918+302.8% |