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 | $245,611 | $176,812+38.9% | $146,665+67.5% | $167,490+46.6% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 14.81% | 24.03%-9.2pp | 22.74%-7.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,288 | $5,160-55.7% | $4,136-44.7% | $4,837-52.7% |
| Participant deferral / active EE | $11,660 | $6,440+81.1% | $5,506+111.8% | $6,341+83.9% |
| Admin fee / account holder | $7,183 | $13,259-45.8% | $10,280-30.1% | $12,309-41.6% |