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 | $156,018 | $114,381+36.4% | $107,525+45.1% | $142,382+9.6% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 18.34% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,683 | $4,015-8.3% | $3,754-1.9% | $4,299-14.3% |
| Participant deferral / active EE | $11,175 | $5,564+100.8% | $5,116+118.4% | $6,507+71.7% |
| Admin fee / account holder | $2,165 | $9,860-78.0% | $8,919-75.7% | $12,624-82.8% |