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 | $204,174 | $127,264+60.4% | $109,895+85.8% | $167,490+21.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.2%+5.8pp | 82.1%-2.1pp |
| Annual return | 11.89% | 22.97%-11.1pp | 29.45%-17.6pp | 478.56%-466.7pp |
| Employer contribution / active EE | $750 | $3,322-77.4% | $2,842-73.6% | $4,837-84.5% |
| Participant deferral / active EE | $2,250 | $4,514-50.2% | $4,048-44.4% | $6,341-64.5% |
| Admin fee / account holder | $13,677 | $7,114+92.3% | $6,066+125.5% | $12,309+11.1% |