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 | $192,725 | $91,552+110.5% | $133,956+43.9% | $79,858+141.3% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | 13.04% | 61.85%-48.8pp | 45.09%-32.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,863 | $2,384-21.8% | $3,919-52.4% | $2,471-24.6% |
| Participant deferral / active EE | $7,955 | $3,733+113.1% | $5,048+57.6% | $3,740+112.7% |
| Admin fee / account holder | $13,154 | $6,321+108.1% | $8,927+47.4% | $5,306+147.9% |