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 | $228,365 | $127,065+79.7% | $113,168+101.8% | $142,382+60.4% |
| Participation rate | 82.4% | 79.2%+3.1pp | 76.6%+5.8pp | 80.1%+2.2pp |
| Annual return | 17.14% | 24.03%-6.9pp | 24.27%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,484 | $3,442-56.9% | $2,975-50.1% | $4,299-65.5% |
| Participant deferral / active EE | $7,795 | $5,716+36.4% | $5,107+52.6% | $6,507+19.8% |
| Admin fee / account holder | $8,394 | $15,736-46.7% | $12,068-30.4% | $12,624-33.5% |