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 | $200,426 | $85,022+135.7% | $70,515+184.2% | $139,434+43.7% |
| Participation rate | 71.4% | 73.9%-2.5pp | 68.3%+3.1pp | 80.3%-8.9pp |
| Annual return | 17.30% | 30.38%-13.1pp | 32.77%-15.5pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,743 | $3,909-55.4% | $2,973-41.4% | $4,751-63.3% |
| Participant deferral / active EE | $11,429 | $5,890+94.0% | $4,567+150.3% | $6,710+70.3% |
| Admin fee / account holder | $882 | $8,906-90.1% | $6,412-86.2% | $11,403-92.3% |