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 | $199,847 | $99,985+99.9% | $146,665+36.3% | $85,850+132.8% |
| Participation rate | 75.9% | 73.1%+2.8pp | 80.1%-4.2pp | 69.3%+6.5pp |
| Annual return | 16.97% | 18.93%-2.0pp | 22.74%-5.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $6,103 | $2,559+138.5% | $4,136+47.6% | $2,565+137.9% |
| Participant deferral / active EE | $2,277 | $4,006-43.2% | $5,506-58.7% | $3,952-42.4% |
| Admin fee / account holder | $10,140 | $7,702+31.6% | $10,280-1.4% | $6,260+62.0% |