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 | $195,845 | $124,319+57.5% | $111,297+76.0% | $167,490+16.9% |
| Participation rate | 81.0% | 79.6%+1.3pp | 77.3%+3.6pp | 82.1%-1.2pp |
| Annual return | 31.00% | 37.44%-6.4pp | 54.65%-23.6pp | 478.56%-447.6pp |
| Employer contribution / active EE | $952 | $3,435-72.3% | $2,731-65.1% | $4,837-80.3% |
| Participant deferral / active EE | $5,413 | $5,180+4.5% | $4,487+20.6% | $6,341-14.6% |
| Admin fee / account holder | $868 | $10,618-91.8% | $7,964-89.1% | $12,309-92.9% |