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 | $181,806 | $118,680+53.2% | $98,907+83.8% | $158,922+14.4% |
| Participation rate | 93.3% | 77.8%+15.5pp | 76.0%+17.3pp | 82.0%+11.4pp |
| Annual return | 12.24% | 372.35%-360.1pp | 196.43%-184.2pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,419 | $3,333-57.4% | $2,689-47.2% | $4,761-70.2% |
| Participant deferral / active EE | $3,831 | $5,088-24.7% | $4,244-9.7% | $5,982-36.0% |
| Admin fee / account holder | $9,553 | $10,131-5.7% | $6,642+43.8% | $11,246-15.0% |