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 | $194,589 | $106,515+82.7% | $96,683+101.3% | $139,434+39.6% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 17.67% | 38.43%-20.8pp | 35.69%-18.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $3,047 | $4,103-25.7% | $3,737-18.5% | $4,751-35.9% |
| Participant deferral / active EE | $8,051 | $5,454+47.6% | $4,878+65.0% | $6,710+20.0% |
| Admin fee / account holder | $7,247 | $7,877-8.0% | $6,730+7.7% | $11,403-36.4% |