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 | $199,179 | $105,931+88.0% | $81,930+143.1% | $158,922+25.3% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.0%+8.0pp | 82.0%-2.0pp |
| Annual return | 6.47% | 38.17%-31.7pp | 29.49%-23.0pp | 302.83%-296.4pp |
| Employer contribution / active EE | $483 | $7,800-93.8% | $4,310-88.8% | $4,761-89.9% |
| Participant deferral / active EE | $7,450 | $13,003-42.7% | $7,107+4.8% | $5,982+24.5% |
| Admin fee / account holder | $1,818 | $8,489-78.6% | $5,158-64.8% | $11,246-83.8% |