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 | $159,600 | $91,552+74.3% | $133,956+19.1% | $79,858+99.9% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.1pp | 69.6%+8.1pp |
| Annual return | 11.85% | 61.85%-50.0pp | 45.09%-33.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,102 | $3,733+36.7% | $5,048+1.1% | $3,740+36.4% |
| Admin fee / account holder | $3,419 | $6,321-45.9% | $8,927-61.7% | $5,306-35.6% |