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 | $188,108 | $154,117+22.1% | $129,995+44.7% | $139,434+34.9% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 15.42% | 32.48%-17.1pp | -137.18%+152.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,846 | $5,289-65.1% | $4,320-57.3% | $4,751-61.1% |
| Participant deferral / active EE | $3,366 | $6,710-49.8% | $5,820-42.2% | $6,710-49.8% |
| Admin fee / account holder | $424 | $14,007-97.0% | $10,614-96.0% | $11,403-96.3% |