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 | $222,063 | $124,281+78.7% | $109,143+103.5% | $167,490+32.6% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 11.60% | 26.04%-14.4pp | 25.75%-14.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $3,023 | $4,207-28.1% | $3,722-18.8% | $4,837-37.5% |
| Participant deferral / active EE | $10,613 | $5,255+102.0% | $4,653+128.1% | $6,341+67.4% |
| Admin fee / account holder | $2,898 | $7,970-63.6% | $6,752-57.1% | $12,309-76.5% |