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 | $217,842 | $101,069+115.5% | $81,478+167.4% | $147,584+47.6% |
| Participation rate | 81.3% | 74.5%+6.8pp | 68.0%+13.3pp | 82.8%-1.6pp |
| Annual return | 10.96% | 32.40%-21.4pp | 38.78%-27.8pp | 578.55%-567.6pp |
| Employer contribution / active EE | $1,298 | $3,205-59.5% | $2,568-49.5% | $4,876-73.4% |
| Participant deferral / active EE | $6,250 | $4,242+47.4% | $3,537+76.7% | $5,439+14.9% |
| Admin fee / account holder | $23,997 | $5,812+312.9% | $4,561+426.1% | $10,885+120.4% |