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 | $179,046 | $115,770+54.7% | $101,248+76.8% | $158,922+12.7% |
| Participation rate | 86.4% | 79.4%+7.0pp | 75.8%+10.6pp | 82.0%+4.4pp |
| Annual return | 12.30% | 56.14%-43.8pp | 46.47%-34.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $7,437 | $4,175+78.1% | $3,660+103.2% | $4,761+56.2% |
| Participant deferral / active EE | $3,109 | $4,957-37.3% | $4,370-28.9% | $5,982-48.0% |
| Admin fee / account holder | $24,709 | $7,245+241.1% | $5,945+315.6% | $11,246+119.7% |