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 | $195,601 | $118,680+64.8% | $98,907+97.8% | $158,922+23.1% |
| Participation rate | 70.0% | 77.8%-7.8pp | 76.0%-6.0pp | 82.0%-12.0pp |
| Annual return | 6.76% | 372.35%-365.6pp | 196.43%-189.7pp | 302.83%-296.1pp |
| Employer contribution / active EE | $2,009 | $3,333-39.7% | $2,689-25.3% | $4,761-57.8% |
| Participant deferral / active EE | $3,991 | $5,088-21.6% | $4,244-6.0% | $5,982-33.3% |
| Admin fee / account holder | $9,260 | $10,131-8.6% | $6,642+39.4% | $11,246-17.7% |