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 | $216,701 | $148,978+45.5% | $200,582+8.0% | $84,808+155.5% |
| Participation rate | 92.8% | 84.2%+8.5pp | 86.9%+5.9pp | 68.3%+24.4pp |
| Annual return | 15.79% | 28.16%-12.4pp | 42.33%-26.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,941 | $4,815-38.9% | $6,419-54.2% | $2,631+11.8% |
| Participant deferral / active EE | $6,504 | $7,142-8.9% | $9,331-30.3% | $4,212+54.4% |
| Admin fee / account holder | $17,891 | $13,977+28.0% | $16,305+9.7% | $7,344+143.6% |