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 | $195,656 | $87,733+123.0% | $106,548+83.6% | $85,850+127.9% |
| Participation rate | 78.3% | 71.9%+6.3pp | 76.1%+2.1pp | 69.3%+8.9pp |
| Annual return | 17.96% | 21.86%-3.9pp | 26.80%-8.8pp | 318.53%-300.6pp |
| Employer contribution / active EE | $5,563 | $2,073+168.4% | $2,819+97.4% | $2,565+116.9% |
| Participant deferral / active EE | $7,948 | $3,469+129.1% | $4,398+80.7% | $3,952+101.1% |
| Admin fee / account holder | $10,786 | $6,767+59.4% | $7,407+45.6% | $6,260+72.3% |