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 | $179,094 | $65,041+175.4% | $90,951+96.9% | $79,858+124.3% |
| Participation rate | 72.5% | 61.6%+10.9pp | 69.0%+3.5pp | 69.6%+2.9pp |
| Annual return | 14.15% | 30.45%-16.3pp | 134.60%-120.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,657 | $1,247+113.0% | $2,122+25.2% | $2,471+7.5% |
| Participant deferral / active EE | $5,205 | $2,512+107.2% | $3,373+54.3% | $3,740+39.2% |
| Admin fee / account holder | $3,453 | $4,536-23.9% | $5,959-42.0% | $5,306-34.9% |