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 | $212,505 | $106,515+99.5% | $96,683+119.8% | $139,434+52.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 18.33% | 38.43%-20.1pp | 35.69%-17.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,853 | $4,103-30.5% | $3,737-23.7% | $4,751-40.0% |
| Participant deferral / active EE | $12,764 | $5,454+134.0% | $4,878+161.7% | $6,710+90.2% |
| Admin fee / account holder | $1,450 | $7,877-81.6% | $6,730-78.4% | $11,403-87.3% |