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 | $249,361 | $106,584+134.0% | $101,326+146.1% | $142,382+75.1% |
| Participation rate | 70.0% | 82.7%-12.7pp | 81.5%-11.5pp | 80.1%-10.1pp |
| Annual return | 17.53% | 36.93%-19.4pp | 36.82%-19.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $5,567 | $3,956+40.7% | $3,665+51.9% | $4,299+29.5% |
| Participant deferral / active EE | $16,012 | $8,297+93.0% | $7,994+100.3% | $6,507+146.1% |
| Admin fee / account holder | $1,727 | $11,446-84.9% | $11,185-84.6% | $12,624-86.3% |