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 | $209,860 | $105,126+99.6% | $94,646+121.7% | $139,434+50.5% |
| Participation rate | 88.2% | 82.4%+5.9pp | 80.8%+7.4pp | 80.3%+7.9pp |
| Annual return | 22.22% | 38.03%-15.8pp | 156.71%-134.5pp | 372.94%-350.7pp |
| Employer contribution / active EE | $3,024 | $4,106-26.3% | $3,672-17.6% | $4,751-36.3% |
| Participant deferral / active EE | $6,921 | $7,599-8.9% | $7,418-6.7% | $6,710+3.1% |
| Admin fee / account holder | $4,131 | $8,984-54.0% | $7,231-42.9% | $11,403-63.8% |