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 | $235,709 | $117,841+100.0% | $102,423+130.1% | $145,922+61.5% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-6.9pp |
| Annual return | 13.21% | 31.65%-18.4pp | 29.32%-16.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,434 | $3,615-60.3% | $3,023-52.6% | $4,660-69.2% |
| Participant deferral / active EE | $2,968 | $5,731-48.2% | $5,053-41.3% | $6,688-55.6% |
| Admin fee / account holder | $1,607 | $13,326-87.9% | $9,451-83.0% | $13,397-88.0% |