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 | $202,183 | $114,381+76.8% | $107,525+88.0% | $142,382+42.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 13.86% | 242.71%-228.8pp | 181.32%-167.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,875 | $4,015-53.3% | $3,754-50.0% | $4,299-56.4% |
| Participant deferral / active EE | $6,246 | $5,564+12.3% | $5,116+22.1% | $6,507-4.0% |
| Admin fee / account holder | $36,786 | $9,860+273.1% | $8,919+312.5% | $12,624+191.4% |