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 | $208,885 | $115,708+80.5% | $65,255+220.1% | $139,434+49.8% |
| Participation rate | 75.0% | 67.8%+7.2pp | 65.0%+10.0pp | 80.3%-5.3pp |
| Annual return | 19.04% | 31.19%-12.2pp | 47.35%-28.3pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,253 | $2,599+25.2% | $1,691+92.4% | $4,751-31.5% |
| Participant deferral / active EE | $12,307 | $4,240+190.3% | $2,831+334.7% | $6,710+83.4% |
| Admin fee / account holder | $1,654 | $6,698-75.3% | $4,112-59.8% | $11,403-85.5% |