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 | $182,802 | $118,680+54.0% | $98,907+84.8% | $158,922+15.0% |
| Participation rate | 81.8% | 77.8%+4.0pp | 76.0%+5.8pp | 82.0%-0.1pp |
| Annual return | 10.99% | 372.35%-361.4pp | 196.43%-185.4pp | 302.83%-291.8pp |
| Employer contribution / active EE | $2,428 | $3,333-27.2% | $2,689-9.7% | $4,761-49.0% |
| Participant deferral / active EE | $5,781 | $5,088+13.6% | $4,244+36.2% | $5,982-3.4% |
| Admin fee / account holder | $1,103 | $10,131-89.1% | $6,642-83.4% | $11,246-90.2% |