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 | $193,112 | $101,724+89.8% | $164,813+17.2% | $80,856+138.8% |
| Participation rate | 94.1% | 71.8%+22.3pp | 78.6%+15.5pp | 67.6%+26.5pp |
| Annual return | 14.43% | 16.72%-2.3pp | 69.93%-55.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,930 | $2,953+33.1% | $4,341-9.5% | $2,755+42.7% |
| Participant deferral / active EE | $7,503 | $4,477+67.6% | $6,031+24.4% | $4,296+74.7% |
| Admin fee / account holder | $17,047 | $8,227+107.2% | $12,690+34.3% | $6,918+146.4% |