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 | $214,306 | $115,770+85.1% | $101,248+111.7% | $158,922+34.8% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.7pp |
| Annual return | 11.13% | 56.14%-45.0pp | 46.47%-35.3pp | 302.83%-291.7pp |
| Employer contribution / active EE | $3,437 | $4,175-17.7% | $3,660-6.1% | $4,761-27.8% |
| Participant deferral / active EE | $9,557 | $4,957+92.8% | $4,370+118.7% | $5,982+59.8% |
| Admin fee / account holder | $2,557 | $7,245-64.7% | $5,945-57.0% | $11,246-77.3% |