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 | $196,235 | $115,770+69.5% | $101,248+93.8% | $158,922+23.5% |
| Participation rate | 76.5% | 79.4%-2.9pp | 75.8%+0.7pp | 82.0%-5.5pp |
| Annual return | 10.89% | 56.14%-45.2pp | 46.47%-35.6pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,023 | $4,175-51.5% | $3,660-44.7% | $4,761-57.5% |
| Participant deferral / active EE | $8,451 | $4,957+70.5% | $4,370+93.4% | $5,982+41.3% |
| Admin fee / account holder | $29,813 | $7,245+311.5% | $5,945+401.4% | $11,246+165.1% |