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 | $157,447 | $111,754+40.9% | $103,333+52.4% | $145,922+7.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 12.63% | 24.77%-12.1pp | 24.88%-12.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,499 | $4,212-40.7% | $3,868-35.4% | $4,660-46.4% |
| Participant deferral / active EE | $8,093 | $5,619+44.0% | $5,057+60.0% | $6,688+21.0% |
| Admin fee / account holder | $5,338 | $9,750-45.3% | $8,355-36.1% | $13,397-60.2% |