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 | $240,601 | $118,450+103.1% | $98,439+144.4% | $139,434+72.6% |
| Participation rate | 88.9% | 77.4%+11.5pp | 75.2%+13.7pp | 80.3%+8.6pp |
| Annual return | 18.04% | 18.94%-0.9pp | 21.16%-3.1pp | 372.94%-354.9pp |
| Employer contribution / active EE | $11,637 | $3,609+222.4% | $3,048+281.8% | $4,751+145.0% |
| Participant deferral / active EE | $14,066 | $5,392+160.9% | $4,738+196.9% | $6,710+109.6% |
| Admin fee / account holder | $8,317 | $14,026-40.7% | $8,948-7.0% | $11,403-27.1% |