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 | $175,284 | $109,982+59.4% | $97,226+80.3% | $145,922+20.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 11.54% | 242.90%-231.4pp | 75.13%-63.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,722 | $3,084-44.2% | $2,729-36.9% | $4,660-63.0% |
| Participant deferral / active EE | $4,986 | $4,676+6.6% | $4,264+16.9% | $6,688-25.4% |
| Admin fee / account holder | $17,167 | $6,221+176.0% | $5,654+203.6% | $13,397+28.1% |