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 | $195,804 | $93,571+109.3% | $135,903+44.1% | $75,163+160.5% |
| Participation rate | 97.4% | 75.2%+22.3pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 16.84% | 30.90%-14.1pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $7,320 | $3,537+107.0% | $4,856+50.7% | $2,670+174.2% |
| Participant deferral / active EE | $7,112 | $6,404+11.0% | $7,758-8.3% | $4,125+72.4% |
| Admin fee / account holder | $16,554 | $6,975+137.3% | $10,762+53.8% | $5,651+192.9% |