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 | $190,163 | $81,248+134.1% | $155,509+22.3% | $80,856+135.2% |
| Participation rate | 92.1% | 66.2%+25.8pp | 78.2%+13.9pp | 67.6%+24.4pp |
| Annual return | 12.19% | 33.31%-21.1pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $8,975 | $3,100+189.5% | $4,672+92.1% | $2,755+225.8% |
| Participant deferral / active EE | $6,502 | $3,452+88.4% | $5,626+15.6% | $4,296+51.4% |
| Admin fee / account holder | $1,903 | $7,997-76.2% | $15,912-88.0% | $6,918-72.5% |