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 | $214,233 | $127,065+68.6% | $113,168+89.3% | $142,382+50.5% |
| Participation rate | 76.5% | 79.2%-2.7pp | 76.6%-0.1pp | 80.1%-3.6pp |
| Annual return | 12.93% | 24.03%-11.1pp | 24.27%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,321 | $3,442-61.6% | $2,975-55.6% | $4,299-69.3% |
| Participant deferral / active EE | $8,440 | $5,716+47.7% | $5,107+65.3% | $6,507+29.7% |
| Admin fee / account holder | $23,436 | $15,736+48.9% | $12,068+94.2% | $12,624+85.7% |