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 | $191,615 | $127,065+50.8% | $113,168+69.3% | $142,382+34.6% |
| Participation rate | 93.8% | 79.2%+14.5pp | 76.6%+17.2pp | 80.1%+13.6pp |
| Annual return | 14.92% | 24.03%-9.1pp | 24.27%-9.3pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,940 | $3,442-43.6% | $2,975-34.8% | $4,299-54.9% |
| Participant deferral / active EE | $8,082 | $5,716+41.4% | $5,107+58.3% | $6,507+24.2% |
| Admin fee / account holder | $930 | $15,736-94.1% | $12,068-92.3% | $12,624-92.6% |