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 | $213,759 | $154,117+38.7% | $129,995+64.4% | $139,434+53.3% |
| Participation rate | 94.1% | 82.0%+12.2pp | 78.5%+15.6pp | 80.3%+13.8pp |
| Annual return | 16.83% | 32.48%-15.6pp | -137.18%+154.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,682 | $5,289-30.4% | $4,320-14.8% | $4,751-22.5% |
| Participant deferral / active EE | $5,874 | $6,710-12.5% | $5,820+0.9% | $6,710-12.5% |
| Admin fee / account holder | $1,833 | $14,007-86.9% | $10,614-82.7% | $11,403-83.9% |