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 | $249,063 | $154,117+61.6% | $129,995+91.6% | $139,434+78.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 20.45% | 32.48%-12.0pp | -137.18%+157.6pp | 372.94%-352.5pp |
| Employer contribution / active EE | $9,742 | $5,289+84.2% | $4,320+125.5% | $4,751+105.1% |
| Participant deferral / active EE | $16,523 | $6,710+146.2% | $5,820+183.9% | $6,710+146.2% |
| Admin fee / account holder | $2,748 | $14,007-80.4% | $10,614-74.1% | $11,403-75.9% |