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 | $200,457 | $114,381+75.3% | $107,525+86.4% | $142,382+40.8% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 12.54% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,578 | $4,015-35.8% | $3,754-31.3% | $4,299-40.0% |
| Participant deferral / active EE | $8,864 | $5,564+59.3% | $5,116+73.3% | $6,507+36.2% |
| Admin fee / account holder | $4,008 | $9,860-59.3% | $8,919-55.1% | $12,624-68.2% |