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 | $205,447 | $114,381+79.6% | $107,525+91.1% | $142,382+44.3% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.1%+20.2pp | 80.1%+15.1pp |
| Annual return | 12.84% | 242.71%-229.9pp | 181.32%-168.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $26,609 | $4,015+562.8% | $3,754+608.9% | $4,299+519.0% |
| Participant deferral / active EE | $2,007 | $5,564-63.9% | $5,116-60.8% | $6,507-69.2% |
| Admin fee / account holder | $5,134 | $9,860-47.9% | $8,919-42.4% | $12,624-59.3% |