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 | $208,927 | $114,381+82.7% | $107,525+94.3% | $142,382+46.7% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 11.90% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,737 | $4,015-31.8% | $3,754-27.1% | $4,299-36.3% |
| Participant deferral / active EE | $6,159 | $5,564+10.7% | $5,116+20.4% | $6,507-5.4% |
| Admin fee / account holder | $7,766 | $9,860-21.2% | $8,919-12.9% | $12,624-38.5% |