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 | $171,298 | $112,096+52.8% | $95,952+78.5% | $158,922+7.8% |
| Participation rate | 82.4% | 79.0%+3.4pp | 77.1%+5.3pp | 82.0%+0.4pp |
| Annual return | 14.25% | 171.09%-156.8pp | 91.61%-77.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $3,673 | $3,198+14.9% | $2,541+44.6% | $4,761-22.8% |
| Participant deferral / active EE | $6,386 | $4,784+33.5% | $4,167+53.2% | $5,982+6.7% |
| Admin fee / account holder | $17,510 | $10,130+72.9% | $6,795+157.7% | $11,246+55.7% |