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 | $238,228 | $66,402+258.8% | $109,895+116.8% | $85,850+177.5% |
| Participation rate | 96.3% | 63.9%+32.4pp | 74.2%+22.1pp | 69.3%+27.0pp |
| Annual return | 15.13% | 19.59%-4.5pp | 29.45%-14.3pp | 318.53%-303.4pp |
| Employer contribution / active EE | $3,831 | $1,687+127.0% | $2,842+34.8% | $2,565+49.3% |
| Participant deferral / active EE | $13,625 | $2,842+379.3% | $4,048+236.6% | $3,952+244.8% |
| Admin fee / account holder | $14,628 | $4,557+221.0% | $6,066+141.2% | $6,260+133.7% |