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 | $187,441 | $126,574+48.1% | $106,213+76.5% | $145,922+28.5% |
| Participation rate | 76.9% | 77.6%-0.7pp | 75.3%+1.6pp | 80.3%-3.4pp |
| Annual return | 11.08% | 224.79%-213.7pp | 116.14%-105.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $860 | $3,730-77.0% | $3,171-72.9% | $4,660-81.6% |
| Participant deferral / active EE | $3,728 | $5,724-34.9% | $5,016-25.7% | $6,688-44.3% |
| Admin fee / account holder | $1,051 | $17,304-93.9% | $11,033-90.5% | $13,397-92.2% |