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 | $200,260 | $117,841+69.9% | $102,423+95.5% | $145,922+37.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 19.15% | 31.65%-12.5pp | 29.32%-10.2pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,441 | $3,615-60.1% | $3,023-52.4% | $4,660-69.1% |
| Participant deferral / active EE | $12,542 | $5,731+118.9% | $5,053+148.2% | $6,688+87.5% |
| Admin fee / account holder | $3,271 | $13,326-75.5% | $9,451-65.4% | $13,397-75.6% |