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 | $200,721 | $114,381+75.5% | $107,525+86.7% | $142,382+41.0% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 33.24% | 242.71%-209.5pp | 181.32%-148.1pp | 217.08%-183.8pp |
| Employer contribution / active EE | $1,975 | $4,015-50.8% | $3,754-47.4% | $4,299-54.1% |
| Participant deferral / active EE | $8,296 | $5,564+49.1% | $5,116+62.2% | $6,507+27.5% |
| Admin fee / account holder | $947 | $9,860-90.4% | $8,919-89.4% | $12,624-92.5% |