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 | $199,870 | $117,983+69.4% | $101,794+96.3% | $142,382+40.4% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 12.75% | 36.92%-24.2pp | 30.53%-17.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,613 | $2,773-41.8% | $2,289-29.5% | $4,299-62.5% |
| Participant deferral / active EE | $8,351 | $4,714+77.2% | $4,084+104.5% | $6,507+28.3% |
| Admin fee / account holder | $3,033 | $10,433-70.9% | $8,777-65.4% | $12,624-76.0% |