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 | $195,389 | $112,881+73.1% | $90,951+114.8% | $158,922+22.9% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 12.32% | 215.79%-203.5pp | 134.60%-122.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,787 | $2,893-3.7% | $2,122+31.3% | $4,761-41.5% |
| Participant deferral / active EE | $7,628 | $4,128+84.8% | $3,373+126.1% | $5,982+27.5% |
| Admin fee / account holder | $1,130 | $8,041-85.9% | $5,959-81.0% | $11,246-89.9% |