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 | $195,069 | $77,899+150.4% | $149,673+30.3% | $75,163+159.5% |
| Participation rate | 81.5% | 65.6%+15.9pp | 78.8%+2.7pp | 67.2%+14.3pp |
| Annual return | 21.76% | 31.72%-10.0pp | 134.42%-112.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,371 | $3,137-24.4% | $4,818-50.8% | $2,670-11.2% |
| Participant deferral / active EE | $4,676 | $3,411+37.1% | $5,680-17.7% | $4,125+13.4% |
| Admin fee / account holder | $1,129 | $5,956-81.0% | $13,210-91.5% | $5,651-80.0% |