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 | $213,279 | $121,625+75.4% | $104,607+103.9% | $158,922+34.2% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 15.03% | 465.26%-450.2pp | 340.46%-325.4pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,266 | $3,163-60.0% | $2,681-52.8% | $4,761-73.4% |
| Participant deferral / active EE | $1,672 | $4,177-60.0% | $3,740-55.3% | $5,982-72.1% |
| Admin fee / account holder | $1,037 | $7,787-86.7% | $6,473-84.0% | $11,246-90.8% |