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 | $195,191 | $51,175+281.4% | $70,515+176.8% | $75,163+159.7% |
| Participation rate | 71.9% | 60.9%+10.9pp | 68.3%+3.5pp | 67.2%+4.7pp |
| Annual return | 14.64% | 30.02%-15.4pp | 32.77%-18.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $3,914 | $1,826+114.4% | $2,973+31.6% | $2,670+46.6% |
| Participant deferral / active EE | $9,257 | $2,849+224.9% | $4,567+102.7% | $4,125+124.4% |
| Admin fee / account holder | $8,676 | $4,091+112.1% | $6,412+35.3% | $5,651+53.5% |