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 | $191,471 | $68,719+178.6% | $91,541+109.2% | $84,808+125.8% |
| Participation rate | 91.1% | 64.5%+26.6pp | 69.8%+21.4pp | 68.3%+22.8pp |
| Annual return | 14.56% | 19.12%-4.6pp | 20.50%-5.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $5,863 | $1,920+205.4% | $2,505+134.1% | $2,631+122.9% |
| Participant deferral / active EE | $5,320 | $3,136+69.7% | $4,008+32.7% | $4,212+26.3% |
| Admin fee / account holder | $31,721 | $5,786+448.2% | $6,956+356.0% | $7,344+331.9% |