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 | $244,681 | $201,272+21.6% | $184,203+32.8% | $145,922+67.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 17.74% | 29.00%-11.3pp | 28.81%-11.1pp | 561.29%-543.5pp |
| Employer contribution / active EE | $4,262 | $7,022-39.3% | $6,427-33.7% | $4,660-8.5% |
| Participant deferral / active EE | $16,660 | $9,806+69.9% | $9,131+82.5% | $6,688+149.1% |
| Admin fee / account holder | $5,606 | $16,364-65.7% | $13,901-59.7% | $13,397-58.2% |