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 | $183,205 | $124,281+47.4% | $109,143+67.9% | $167,490+9.4% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 28.81% | 26.04%+2.8pp | 25.75%+3.1pp | 478.56%-449.8pp |
| Employer contribution / active EE | $7,060 | $4,207+67.8% | $3,722+89.7% | $4,837+45.9% |
| Participant deferral / active EE | $2,817 | $5,255-46.4% | $4,653-39.5% | $6,341-55.6% |
| Admin fee / account holder | $31,767 | $7,970+298.6% | $6,752+370.5% | $12,309+158.1% |