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 | $202,776 | $91,552+121.5% | $133,956+51.4% | $79,858+153.9% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 81.51% | 61.85%+19.7pp | 45.09%+36.4pp | 31.71%+49.8pp |
| Employer contribution / active EE | $997 | $2,384-58.2% | $3,919-74.6% | $2,471-59.7% |
| Participant deferral / active EE | $7,552 | $3,733+102.3% | $5,048+49.6% | $3,740+101.9% |
| Admin fee / account holder | $4,398 | $6,321-30.4% | $8,927-50.7% | $5,306-17.1% |