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 | $202,685 | $238,490-15.0% | $180,183+12.5% | $142,382+42.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 12.21% | 33.56%-21.3pp | 27.86%-15.6pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,553 | $6,143-58.4% | $5,039-49.3% | $4,299-40.6% |
| Participant deferral / active EE | $2,726 | $7,996-65.9% | $6,822-60.0% | $6,507-58.1% |
| Admin fee / account holder | $46,224 | $28,866+60.1% | $19,975+131.4% | $12,624+266.2% |