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 | $218,883 | $106,515+105.5% | $96,683+126.4% | $139,434+57.0% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 18.28% | 38.43%-20.1pp | 35.69%-17.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,052 | $4,103-50.0% | $3,737-45.1% | $4,751-56.8% |
| Participant deferral / active EE | $5,694 | $5,454+4.4% | $4,878+16.7% | $6,710-15.1% |
| Admin fee / account holder | $2,814 | $7,877-64.3% | $6,730-58.2% | $11,403-75.3% |