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 | $205,492 | $81,460+152.3% | $103,333+98.9% | $80,856+154.1% |
| Participation rate | 73.3% | 66.8%+6.5pp | 74.5%-1.2pp | 67.6%+5.7pp |
| Annual return | 14.67% | 25.55%-10.9pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,234 | $3,105+4.2% | $3,868-16.4% | $2,755+17.4% |
| Participant deferral / active EE | $5,489 | $3,869+41.9% | $5,057+8.5% | $4,296+27.8% |
| Admin fee / account holder | $2,639 | $6,566-59.8% | $8,355-68.4% | $6,918-61.9% |