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 | $166,560 | $114,381+45.6% | $107,525+54.9% | $142,382+17.0% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.1%+20.2pp | 80.1%+15.1pp |
| Annual return | 16.96% | 242.71%-225.7pp | 181.32%-164.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $10,013 | $4,015+149.4% | $3,754+166.8% | $4,299+132.9% |
| Participant deferral / active EE | $8,203 | $5,564+47.4% | $5,116+60.3% | $6,507+26.1% |
| Admin fee / account holder | $1,340 | $9,860-86.4% | $8,919-85.0% | $12,624-89.4% |