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 | $210,066 | $114,381+83.7% | $107,525+95.4% | $142,382+47.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 15.75% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,917 | $4,015-52.3% | $3,754-48.9% | $4,299-55.4% |
| Participant deferral / active EE | $2,563 | $5,564-53.9% | $5,116-49.9% | $6,507-60.6% |
| Admin fee / account holder | $4,466 | $9,860-54.7% | $8,919-49.9% | $12,624-64.6% |