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 | $197,676 | $117,841+67.7% | $102,423+93.0% | $145,922+35.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 17.70% | 31.65%-13.9pp | 29.32%-11.6pp | 561.29%-543.6pp |
| Employer contribution / active EE | $6,336 | $3,615+75.3% | $3,023+109.6% | $4,660+36.0% |
| Participant deferral / active EE | $15,516 | $5,731+170.8% | $5,053+207.1% | $6,688+132.0% |
| Admin fee / account holder | $11,797 | $13,326-11.5% | $9,451+24.8% | $13,397-11.9% |