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 | $213,417 | $118,450+80.2% | $98,439+116.8% | $139,434+53.1% |
| Participation rate | 84.2% | 77.4%+6.8pp | 75.2%+9.1pp | 80.3%+3.9pp |
| Annual return | 12.28% | 18.94%-6.7pp | 21.16%-8.9pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,591 | $3,609-55.9% | $3,048-47.8% | $4,751-66.5% |
| Participant deferral / active EE | $3,699 | $5,392-31.4% | $4,738-21.9% | $6,710-44.9% |
| Admin fee / account holder | $4,648 | $14,026-66.9% | $8,948-48.1% | $11,403-59.2% |