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 | $214,480 | $179,726+19.3% | $156,263+37.3% | $142,382+50.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 17.21% | 77.86%-60.6pp | 59.47%-42.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,814 | $5,069-64.2% | $4,333-58.1% | $4,299-57.8% |
| Participant deferral / active EE | $4,488 | $6,956-35.5% | $6,158-27.1% | $6,507-31.0% |
| Admin fee / account holder | $3,430 | $17,272-80.1% | $14,255-75.9% | $12,624-72.8% |