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 | $157,650 | $114,381+37.8% | $107,525+46.6% | $142,382+10.7% |
| Participation rate | 72.2% | 78.1%-5.9pp | 75.1%-2.9pp | 80.1%-7.9pp |
| Annual return | 18.68% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,195 | $4,015-45.3% | $3,754-41.5% | $4,299-48.9% |
| Participant deferral / active EE | $8,841 | $5,564+58.9% | $5,116+72.8% | $6,507+35.9% |
| Admin fee / account holder | $2,725 | $9,860-72.4% | $8,919-69.4% | $12,624-78.4% |