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 | $202,319 | $114,381+76.9% | $107,525+88.2% | $142,382+42.1% |
| Participation rate | 78.9% | 78.1%+0.8pp | 75.1%+3.9pp | 80.1%-1.2pp |
| Annual return | 14.95% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $6,168 | $4,015+53.6% | $3,754+64.3% | $4,299+43.5% |
| Participant deferral / active EE | $8,262 | $5,564+48.5% | $5,116+61.5% | $6,507+27.0% |
| Admin fee / account holder | $4,542 | $9,860-53.9% | $8,919-49.1% | $12,624-64.0% |