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 | $154,133 | $104,974+46.8% | $95,585+61.3% | $142,382+8.3% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.1%+5.7pp | 80.1%-2.3pp |
| Annual return | 14.70% | 210.33%-195.6pp | 38.56%-23.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,503 | $2,779-9.9% | $2,527-0.9% | $4,299-41.8% |
| Participant deferral / active EE | $8,153 | $4,352+87.3% | $4,023+102.7% | $6,507+25.3% |
| Admin fee / account holder | $15,694 | $6,386+145.8% | $6,127+156.1% | $12,624+24.3% |