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 | $190,517 | $80,717+136.0% | $154,803+23.1% | $84,808+124.6% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 17.38% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,870 | $2,761+40.2% | $4,305-10.1% | $2,631+47.1% |
| Participant deferral / active EE | $9,273 | $3,303+180.7% | $5,540+67.4% | $4,212+120.2% |
| Admin fee / account holder | $3,263 | $6,746-51.6% | $14,329-77.2% | $7,344-55.6% |