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 | $238,910 | $98,750+141.9% | $149,696+59.6% | $79,858+199.2% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.5%+4.0pp | 69.6%+16.9pp |
| Annual return | 12.91% | 27.43%-14.5pp | 276.60%-263.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $4,719 | $3,216+46.7% | $4,644+1.6% | $2,471+91.0% |
| Participant deferral / active EE | $9,774 | $5,680+72.1% | $6,842+42.9% | $3,740+161.3% |
| Admin fee / account holder | $573 | $6,053-90.5% | $9,309-93.8% | $5,306-89.2% |