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 | $185,462 | $109,413+69.5% | $156,263+18.7% | $84,808+118.7% |
| Participation rate | 75.0% | 72.7%+2.3pp | 78.9%-3.9pp | 68.3%+6.7pp |
| Annual return | 14.63% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $9,715 | $2,907+234.2% | $4,333+124.2% | $2,631+269.2% |
| Participant deferral / active EE | $8,371 | $4,590+82.4% | $6,158+35.9% | $4,212+98.8% |
| Admin fee / account holder | $2,782 | $9,357-70.3% | $14,255-80.5% | $7,344-62.1% |