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 | $181,976 | $72,277+151.8% | $101,248+79.7% | $79,858+127.9% |
| Participation rate | 80.8% | 68.5%+12.3pp | 75.8%+5.0pp | 69.6%+11.1pp |
| Annual return | 17.82% | 22.30%-4.5pp | 46.47%-28.7pp | 31.71%-13.9pp |
| Employer contribution / active EE | $3,524 | $2,692+30.9% | $3,660-3.7% | $2,471+42.6% |
| Participant deferral / active EE | $8,865 | $3,282+170.1% | $4,370+102.9% | $3,740+137.0% |
| Admin fee / account holder | $561 | $4,400-87.3% | $5,945-90.6% | $5,306-89.4% |