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 | $165,725 | $103,376+60.3% | $87,100+90.3% | $152,861+8.4% |
| Participation rate | 86.7% | 79.3%+7.3pp | 76.9%+9.8pp | 82.4%+4.2pp |
| Annual return | 14.92% | 28.10%-13.2pp | 28.19%-13.3pp | 345.32%-330.4pp |
| Employer contribution / active EE | $2,671 | $3,220-17.1% | $2,521+5.9% | $4,762-43.9% |
| Participant deferral / active EE | $7,284 | $4,778+52.4% | $4,049+79.9% | $5,850+24.5% |
| Admin fee / account holder | $19,516 | $12,205+59.9% | $7,497+160.3% | $11,596+68.3% |