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 | $168,678 | $109,413+54.2% | $156,263+7.9% | $84,808+98.9% |
| Participation rate | 96.5% | 72.7%+23.8pp | 78.9%+17.6pp | 68.3%+28.2pp |
| Annual return | 15.36% | 20.18%-4.8pp | 59.47%-44.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $6,025 | $2,907+107.3% | $4,333+39.1% | $2,631+129.0% |
| Participant deferral / active EE | $10,609 | $4,590+131.2% | $6,158+72.3% | $4,212+151.9% |
| Admin fee / account holder | $8,363 | $9,357-10.6% | $14,255-41.3% | $7,344+13.9% |