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 | $186,458 | $115,770+61.1% | $101,248+84.2% | $158,922+17.3% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 18.14% | 56.14%-38.0pp | 46.47%-28.3pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,683 | $4,175-59.7% | $3,660-54.0% | $4,761-64.6% |
| Participant deferral / active EE | $4,156 | $4,957-16.2% | $4,370-4.9% | $5,982-30.5% |
| Admin fee / account holder | $2,337 | $7,245-67.7% | $5,945-60.7% | $11,246-79.2% |