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 | $240,088 | $124,281+93.2% | $109,143+120.0% | $167,490+43.3% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 11.81% | 26.04%-14.2pp | 25.75%-13.9pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,696 | $4,207-35.9% | $3,722-27.6% | $4,837-44.3% |
| Participant deferral / active EE | $12,674 | $5,255+141.2% | $4,653+172.4% | $6,341+99.9% |
| Admin fee / account holder | $4,179 | $7,970-47.6% | $6,752-38.1% | $12,309-66.0% |