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 | $221,471 | $107,452+106.1% | $91,541+141.9% | $142,382+55.5% |
| Participation rate | 72.7% | 75.1%-2.3pp | 69.8%+3.0pp | 80.1%-7.4pp |
| Annual return | 21.51% | 22.06%-0.5pp | 20.50%+1.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,771 | $4,754+0.4% | $4,008+19.1% | $6,507-26.7% |
| Admin fee / account holder | $3,132 | $8,834-64.5% | $6,956-55.0% | $12,624-75.2% |