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 | $166,045 | $118,849+39.7% | $96,562+72.0% | $167,490-0.9% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 12.58% | 50.49%-37.9pp | 37.78%-25.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,193 | $3,120-29.7% | $2,356-6.9% | $4,837-54.7% |
| Participant deferral / active EE | $6,787 | $4,616+47.0% | $3,849+76.3% | $6,341+7.0% |
| Admin fee / account holder | $48,888 | $8,065+506.2% | $6,181+691.0% | $12,309+297.2% |