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 | $237,546 | $111,754+112.6% | $103,333+129.9% | $145,922+62.8% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 12.57% | 24.77%-12.2pp | 24.88%-12.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,038 | $4,212-27.9% | $3,868-21.5% | $4,660-34.8% |
| Participant deferral / active EE | $6,699 | $5,619+19.2% | $5,057+32.5% | $6,688+0.2% |
| Admin fee / account holder | $29,122 | $9,750+198.7% | $8,355+248.6% | $13,397+117.4% |