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 | $183,973 | $127,264+44.6% | $109,895+67.4% | $167,490+9.8% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.2%+15.8pp | 82.1%+7.9pp |
| Annual return | 15.28% | 22.97%-7.7pp | 29.45%-14.2pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,835 | $3,322-44.8% | $2,842-35.4% | $4,837-62.1% |
| Participant deferral / active EE | $5,778 | $4,514+28.0% | $4,048+42.7% | $6,341-8.9% |
| Admin fee / account holder | $20,094 | $7,114+182.4% | $6,066+231.3% | $12,309+63.2% |