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 | $188,335 | $118,427+59.0% | $66,042+185.2% | $142,382+32.3% |
| Participation rate | 85.7% | 68.1%+17.6pp | 67.5%+18.2pp | 80.1%+5.6pp |
| Annual return | 17.75% | 35.57%-17.8pp | 52.11%-34.4pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,682 | $2,570+4.4% | $1,579+69.8% | $4,299-37.6% |
| Participant deferral / active EE | $11,148 | $4,311+158.6% | $2,835+293.2% | $6,507+71.3% |
| Admin fee / account holder | $1,347 | $9,593-86.0% | $5,747-76.6% | $12,624-89.3% |