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 | $157,801 | $91,190+73.0% | $178,490-11.6% | $79,858+97.6% |
| Participation rate | 86.8% | 69.2%+17.6pp | 81.9%+4.9pp | 69.6%+17.2pp |
| Annual return | 18.98% | 24.19%-5.2pp | 151.07%-132.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $3,735 | $3,256+14.7% | $5,011-25.5% | $2,471+51.2% |
| Participant deferral / active EE | $7,682 | $3,236+137.4% | $5,202+47.7% | $3,740+105.4% |
| Admin fee / account holder | $508 | $6,751-92.5% | $13,984-96.4% | $5,306-90.4% |