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 | $202,432 | $127,065+59.3% | $113,168+78.9% | $142,382+42.2% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 12.57% | 24.03%-11.5pp | 24.27%-11.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,394 | $3,442-30.4% | $2,975-19.5% | $4,299-44.3% |
| Participant deferral / active EE | $9,812 | $5,716+71.7% | $5,107+92.1% | $6,507+50.8% |
| Admin fee / account holder | $17,537 | $15,736+11.4% | $12,068+45.3% | $12,624+38.9% |