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 | $184,651 | $157,256+17.4% | $141,162+30.8% | $152,861+20.8% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 21.58% | 64.32%-42.7pp | 71.39%-49.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $6,081 | $5,261+15.6% | $4,735+28.4% | $4,762+27.7% |
| Participant deferral / active EE | $10,663 | $7,109+50.0% | $6,709+58.9% | $5,850+82.3% |
| Admin fee / account holder | $4,960 | $12,120-59.1% | $10,261-51.7% | $11,596-57.2% |