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 | $197,575 | $116,175+70.1% | $93,606+111.1% | $152,861+29.3% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 25.98% | 35.96%-10.0pp | 32.76%-6.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,294 | $3,218-59.8% | $2,718-52.4% | $4,762-72.8% |
| Participant deferral / active EE | $4,575 | $4,603-0.6% | $4,069+12.4% | $5,850-21.8% |
| Admin fee / account holder | $1,385 | $10,748-87.1% | $7,888-82.4% | $11,596-88.1% |