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 | $169,821 | $96,484+76.0% | $75,886+123.8% | $152,861+11.1% |
| Participation rate | 93.8% | 76.2%+17.6pp | 69.3%+24.5pp | 82.4%+11.3pp |
| Annual return | 13.89% | 33.98%-20.1pp | 30.76%-16.9pp | 345.32%-331.4pp |
| Employer contribution / active EE | $2,768 | $3,309-16.4% | $2,500+10.7% | $4,762-41.9% |
| Participant deferral / active EE | $8,575 | $4,553+88.3% | $3,603+138.0% | $5,850+46.6% |
| Admin fee / account holder | $4,385 | $8,078-45.7% | $5,418-19.1% | $11,596-62.2% |