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 | $249,086 | $179,726+38.6% | $156,263+59.4% | $142,382+74.9% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 12.30% | 77.86%-65.6pp | 59.47%-47.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,892 | $5,069-62.7% | $4,333-56.3% | $4,299-56.0% |
| Participant deferral / active EE | $4,081 | $6,956-41.3% | $6,158-33.7% | $6,507-37.3% |
| Admin fee / account holder | $6,314 | $17,272-63.4% | $14,255-55.7% | $12,624-50.0% |