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 | $220,574 | $165,984+32.9% | $164,813+33.8% | $145,922+51.2% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 9.78% | 100.03%-90.3pp | 69.93%-60.2pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,419 | $5,273-54.1% | $4,341-44.3% | $4,660-48.1% |
| Participant deferral / active EE | $5,095 | $6,959-26.8% | $6,031-15.5% | $6,688-23.8% |
| Admin fee / account holder | $5,899 | $16,648-64.6% | $12,690-53.5% | $13,397-56.0% |