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 | $152,269 | $109,982+38.4% | $97,226+56.6% | $145,922+4.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 19.94% | 242.90%-223.0pp | 75.13%-55.2pp | 561.29%-541.3pp |
| Employer contribution / active EE | $1,693 | $3,084-45.1% | $2,729-38.0% | $4,660-63.7% |
| Participant deferral / active EE | $2,897 | $4,676-38.0% | $4,264-32.1% | $6,688-56.7% |
| Admin fee / account holder | $14,317 | $6,221+130.2% | $5,654+153.2% | $13,397+6.9% |