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 | $153,824 | $64,839+137.2% | $95,585+60.9% | $84,808+81.4% |
| Participation rate | 88.0% | 63.8%+24.2pp | 72.1%+15.9pp | 68.3%+19.7pp |
| Annual return | 17.15% | -670.96%+688.1pp | 38.56%-21.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,000 | $1,759+13.7% | $2,527-20.8% | $2,631-24.0% |
| Participant deferral / active EE | $3,819 | $2,965+28.8% | $4,023-5.1% | $4,212-9.3% |
| Admin fee / account holder | $409 | $5,964-93.1% | $6,127-93.3% | $7,344-94.4% |