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 | $162,812 | $228,332-28.7% | $185,823-12.4% | $158,922+2.4% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | 64.57% | 40.80%+23.8pp | 35.95%+28.6pp | 302.83%-238.3pp |
| Employer contribution / active EE | $3,172 | $4,967-36.1% | $4,087-22.4% | $4,761-33.4% |
| Participant deferral / active EE | $4,086 | $6,415-36.3% | $5,632-27.4% | $5,982-31.7% |
| Admin fee / account holder | $1,187 | $11,864-90.0% | $9,500-87.5% | $11,246-89.4% |