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 | $182,289 | $114,381+59.4% | $107,525+69.5% | $142,382+28.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 16.56% | 242.71%-226.1pp | 181.32%-164.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,623 | $4,015-34.7% | $3,754-30.1% | $4,299-39.0% |
| Participant deferral / active EE | $11,787 | $5,564+111.8% | $5,116+130.4% | $6,507+81.1% |
| Admin fee / account holder | $1,220 | $9,860-87.6% | $8,919-86.3% | $12,624-90.3% |