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 | $162,278 | $95,266+70.3% | $82,389+97.0% | $142,382+14.0% |
| Participation rate | 93.8% | 74.5%+19.3pp | 69.5%+24.2pp | 80.1%+13.6pp |
| Annual return | 19.44% | 25.74%-6.3pp | 28.67%-9.2pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,420 | $2,991-19.1% | $2,517-3.9% | $4,299-43.7% |
| Participant deferral / active EE | $5,808 | $4,809+20.8% | $4,155+39.8% | $6,507-10.8% |
| Admin fee / account holder | $1,836 | $8,563-78.6% | $7,231-74.6% | $12,624-85.5% |