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 | $191,997 | $162,781+17.9% | $133,956+43.3% | $158,922+20.8% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 12.58% | 41.94%-29.4pp | 45.09%-32.5pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,862 | $4,975-42.5% | $3,919-27.0% | $4,761-39.9% |
| Participant deferral / active EE | $7,430 | $5,911+25.7% | $5,048+47.2% | $5,982+24.2% |
| Admin fee / account holder | $15,011 | $11,736+27.9% | $8,927+68.2% | $11,246+33.5% |