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 | $190,241 | $117,841+61.4% | $102,423+85.7% | $145,922+30.4% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 9.65% | 31.65%-22.0pp | 29.32%-19.7pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,078 | $3,615-42.5% | $3,023-31.3% | $4,660-55.4% |
| Participant deferral / active EE | $6,193 | $5,731+8.1% | $5,053+22.6% | $6,688-7.4% |
| Admin fee / account holder | $1,444 | $13,326-89.2% | $9,451-84.7% | $13,397-89.2% |