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 | $198,593 | $154,117+28.9% | $129,995+52.8% | $139,434+42.4% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 12.20% | 32.48%-20.3pp | -137.18%+149.4pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,337 | $5,289-55.8% | $4,320-45.9% | $4,751-50.8% |
| Participant deferral / active EE | $4,835 | $6,710-27.9% | $5,820-16.9% | $6,710-27.9% |
| Admin fee / account holder | $5,260 | $14,007-62.4% | $10,614-50.4% | $11,403-53.9% |