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 | $248,859 | $91,190+172.9% | $178,490+39.4% | $79,858+211.6% |
| Participation rate | 77.8% | 69.2%+8.6pp | 81.9%-4.1pp | 69.6%+8.1pp |
| Annual return | 11.65% | 24.19%-12.5pp | 151.07%-139.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,732 | $3,256-16.1% | $5,011-45.5% | $2,471+10.6% |
| Participant deferral / active EE | $6,886 | $3,236+112.8% | $5,202+32.4% | $3,740+84.1% |
| Admin fee / account holder | $28,516 | $6,751+322.4% | $13,984+103.9% | $5,306+437.4% |