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 | $221,042 | $117,983+87.4% | $101,794+117.1% | $142,382+55.2% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.2%+15.4pp | 80.1%+4.5pp |
| Annual return | 11.94% | 36.92%-25.0pp | 30.53%-18.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,352 | $2,773+20.9% | $2,289+46.5% | $4,299-22.0% |
| Participant deferral / active EE | $8,194 | $4,714+73.8% | $4,084+100.6% | $6,507+25.9% |
| Admin fee / account holder | $8,974 | $10,433-14.0% | $8,777+2.2% | $12,624-28.9% |