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 | $216,879 | $117,983+83.8% | $101,794+113.1% | $142,382+52.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 15.97% | 36.92%-20.9pp | 30.53%-14.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $587 | $2,773-78.8% | $2,289-74.3% | $4,299-86.3% |
| Participant deferral / active EE | $2,642 | $4,714-44.0% | $4,084-35.3% | $6,507-59.4% |
| Admin fee / account holder | $8,923 | $10,433-14.5% | $8,777+1.7% | $12,624-29.3% |