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 | $221,946 | $95,803+131.7% | $113,168+96.1% | $84,808+161.7% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 17.62% | 25.00%-7.4pp | 24.27%-6.6pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,215 | $2,360+36.2% | $2,975+8.1% | $2,631+22.2% |
| Participant deferral / active EE | $7,115 | $4,242+67.7% | $5,107+39.3% | $4,212+68.9% |
| Admin fee / account holder | $10,646 | $8,989+18.4% | $12,068-11.8% | $7,344+45.0% |