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 | $170,522 | $91,037+87.3% | $71,671+137.9% | $147,584+15.5% |
| Participation rate | 84.6% | 76.1%+8.5pp | 68.7%+15.9pp | 82.8%+1.8pp |
| Annual return | 16.56% | 20.48%-3.9pp | 20.65%-4.1pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,212 | $3,327-33.5% | $2,460-10.1% | $4,876-54.6% |
| Participant deferral / active EE | $6,521 | $4,498+45.0% | $3,438+89.7% | $5,439+19.9% |
| Admin fee / account holder | $3,300 | $8,613-61.7% | $5,558-40.6% | $10,885-69.7% |