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 | $178,909 | $109,413+63.5% | $156,263+14.5% | $84,808+111.0% |
| Participation rate | 96.0% | 72.7%+23.3pp | 78.9%+17.1pp | 68.3%+27.7pp |
| Annual return | 16.59% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,131 | $2,907-26.7% | $4,333-50.8% | $2,631-19.0% |
| Participant deferral / active EE | $5,649 | $4,590+23.1% | $6,158-8.3% | $4,212+34.1% |
| Admin fee / account holder | $1,096 | $9,357-88.3% | $14,255-92.3% | $7,344-85.1% |