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 | $178,847 | $109,881+62.8% | $150,045+19.2% | $84,808+110.9% |
| Participation rate | 93.2% | 76.1%+17.1pp | 82.3%+10.9pp | 68.3%+24.9pp |
| Annual return | 16.12% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,509 | $3,561-1.5% | $4,693-25.2% | $2,631+33.4% |
| Participant deferral / active EE | $6,462 | $6,636-2.6% | $7,997-19.2% | $4,212+53.4% |
| Admin fee / account holder | $2,401 | $8,568-72.0% | $13,435-82.1% | $7,344-67.3% |