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 | $214,790 | $86,929+147.1% | $102,423+109.7% | $80,856+165.6% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.6%+24.4pp |
| Annual return | 11.09% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $12,492 | $2,369+427.2% | $3,023+313.2% | $2,755+353.4% |
| Participant deferral / active EE | $4,803 | $4,118+16.6% | $5,053-5.0% | $4,296+11.8% |
| Admin fee / account holder | $10,435 | $8,049+29.6% | $9,451+10.4% | $6,918+50.8% |