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 | $213,786 | $114,381+86.9% | $107,525+98.8% | $142,382+50.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 15.62% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,706 | $4,015-32.6% | $3,754-27.9% | $4,299-37.1% |
| Participant deferral / active EE | $9,768 | $5,564+75.6% | $5,116+90.9% | $6,507+50.1% |
| Admin fee / account holder | $2,171 | $9,860-78.0% | $8,919-75.7% | $12,624-82.8% |