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 | $210,122 | $183,519+14.5% | $155,509+35.1% | $145,922+44.0% |
| Participation rate | 76.2% | 82.7%-6.5pp | 78.2%-2.0pp | 80.3%-4.1pp |
| Annual return | 26.79% | 61.17%-34.4pp | 64.67%-37.9pp | 561.29%-534.5pp |
| Employer contribution / active EE | $3,800 | $5,313-28.5% | $4,672-18.7% | $4,660-18.4% |
| Participant deferral / active EE | $4,964 | $6,462-23.2% | $5,626-11.8% | $6,688-25.8% |
| Admin fee / account holder | $2,687 | $19,313-86.1% | $15,912-83.1% | $13,397-79.9% |