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 | $163,202 | $112,096+45.6% | $95,952+70.1% | $158,922+2.7% |
| Participation rate | 81.0% | 79.0%+2.0pp | 77.1%+3.9pp | 82.0%-1.0pp |
| Annual return | 15.59% | 171.09%-155.5pp | 91.61%-76.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,532 | $3,198-20.8% | $2,541-0.3% | $4,761-46.8% |
| Participant deferral / active EE | $6,655 | $4,784+39.1% | $4,167+59.7% | $5,982+11.3% |
| Admin fee / account holder | $2,114 | $10,130-79.1% | $6,795-68.9% | $11,246-81.2% |