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 | $196,091 | $109,413+79.2% | $156,263+25.5% | $84,808+131.2% |
| Participation rate | 92.3% | 72.7%+19.6pp | 78.9%+13.4pp | 68.3%+24.0pp |
| Annual return | 18.01% | 20.18%-2.2pp | 59.47%-41.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $8,976 | $2,907+208.8% | $4,333+107.1% | $2,631+241.2% |
| Participant deferral / active EE | $6,720 | $4,590+46.4% | $6,158+9.1% | $4,212+59.6% |
| Admin fee / account holder | $1,125 | $9,357-88.0% | $14,255-92.1% | $7,344-84.7% |