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 7-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 | $205,892 | $148,534+38.6% | $135,903+51.5% | $139,434+47.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 21.86% | 79.19%-57.3pp | 68.23%-46.4pp | 372.94%-351.1pp |
| Employer contribution / active EE | $10,678 | $5,243+103.7% | $4,856+119.9% | $4,751+124.8% |
| Participant deferral / active EE | $10,078 | $8,100+24.4% | $7,758+29.9% | $6,710+50.2% |
| Admin fee / account holder | $1,926 | $12,400-84.5% | $10,762-82.1% | $11,403-83.1% |