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 | $246,930 | $111,754+121.0% | $103,333+139.0% | $145,922+69.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 16.20% | 24.77%-8.6pp | 24.88%-8.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,750 | $4,212-58.5% | $3,868-54.8% | $4,660-62.5% |
| Participant deferral / active EE | $5,271 | $5,619-6.2% | $5,057+4.2% | $6,688-21.2% |
| Admin fee / account holder | $2,786 | $9,750-71.4% | $8,355-66.7% | $13,397-79.2% |