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 | $193,547 | $238,490-18.8% | $180,183+7.4% | $142,382+35.9% |
| Participation rate | 80.0% | 82.3%-2.3pp | 77.4%+2.6pp | 80.1%-0.1pp |
| Annual return | 17.85% | 33.56%-15.7pp | 27.86%-10.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,732 | $6,143-39.3% | $5,039-25.9% | $4,299-13.2% |
| Participant deferral / active EE | $9,789 | $7,996+22.4% | $6,822+43.5% | $6,507+50.4% |
| Admin fee / account holder | $1,919 | $28,866-93.4% | $19,975-90.4% | $12,624-84.8% |