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 | $234,136 | $165,984+41.1% | $164,813+42.1% | $145,922+60.5% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 9.90% | 100.03%-90.1pp | 69.93%-60.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,750 | $5,273-66.8% | $4,341-59.7% | $4,660-62.5% |
| Participant deferral / active EE | $3,698 | $6,959-46.9% | $6,031-38.7% | $6,688-44.7% |
| Admin fee / account holder | $4,353 | $16,648-73.9% | $12,690-65.7% | $13,397-67.5% |