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 | $197,751 | $78,422+152.2% | $95,952+106.1% | $79,858+147.6% |
| Participation rate | 92.0% | 73.5%+18.5pp | 77.1%+14.9pp | 69.6%+22.4pp |
| Annual return | 32.60% | 19.37%+13.2pp | 91.61%-59.0pp | 31.71%+0.9pp |
| Employer contribution / active EE | $2,564 | $1,945+31.8% | $2,541+0.9% | $2,471+3.8% |
| Participant deferral / active EE | $4,448 | $3,440+29.3% | $4,167+6.8% | $3,740+18.9% |
| Admin fee / account holder | $4,732 | $5,622-15.8% | $6,795-30.4% | $5,306-10.8% |