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 | $249,259 | $176,056+41.6% | $159,436+56.3% | $167,490+48.8% |
| Participation rate | 72.2% | 84.9%-12.7pp | 82.8%-10.6pp | 82.1%-9.9pp |
| Annual return | 17.77% | 331.75%-314.0pp | 263.57%-245.8pp | 478.56%-460.8pp |
| Employer contribution / active EE | $1,714 | $5,297-67.6% | $4,829-64.5% | $4,837-64.6% |
| Participant deferral / active EE | $8,712 | $7,750+12.4% | $7,352+18.5% | $6,341+37.4% |
| Admin fee / account holder | $2,037 | $12,554-83.8% | $10,799-81.1% | $12,309-83.4% |