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 | $216,014 | $133,922+61.3% | $116,228+85.9% | $142,382+51.7% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.6%+18.8pp | 80.1%+13.2pp |
| Annual return | 12.41% | 147.76%-135.4pp | 90.06%-77.6pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,926 | $3,446-44.1% | $2,994-35.7% | $4,299-55.2% |
| Participant deferral / active EE | $3,500 | $5,672-38.3% | $4,953-29.3% | $6,507-46.2% |
| Admin fee / account holder | $350 | $14,945-97.7% | $11,989-97.1% | $12,624-97.2% |