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 | $191,481 | $84,233+127.3% | $170,442+12.3% | $70,131+173.0% |
| Participation rate | 96.2% | 70.8%+25.3pp | 83.6%+12.6pp | 69.5%+26.6pp |
| Annual return | 12.77% | 23.06%-10.3pp | 205.93%-193.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $8,199 | $3,387+142.1% | $5,433+50.9% | $2,342+250.0% |
| Participant deferral / active EE | $6,826 | $3,086+121.2% | $4,939+38.2% | $3,332+104.9% |
| Admin fee / account holder | $3,119 | $5,698-45.3% | $13,880-77.5% | $4,645-32.8% |