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 | $195,952 | $109,413+79.1% | $156,263+25.4% | $84,808+131.1% |
| Participation rate | 96.2% | 72.7%+23.5pp | 78.9%+17.2pp | 68.3%+27.8pp |
| Annual return | 14.75% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $5,124 | $2,907+76.3% | $4,333+18.2% | $2,631+94.7% |
| Participant deferral / active EE | $10,812 | $4,590+135.6% | $6,158+75.6% | $4,212+156.7% |
| Admin fee / account holder | $1,282 | $9,357-86.3% | $14,255-91.0% | $7,344-82.5% |