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 | $178,788 | $100,773+77.4% | $88,946+101.0% | $142,382+25.6% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 36.07% | 70.18%-34.1pp | 57.82%-21.8pp | 217.08%-181.0pp |
| Employer contribution / active EE | $4,060 | $2,918+39.2% | $2,555+58.9% | $4,299-5.6% |
| Participant deferral / active EE | $4,199 | $5,230-19.7% | $4,581-8.3% | $6,507-35.5% |
| Admin fee / account holder | $4,003 | $9,693-58.7% | $8,261-51.5% | $12,624-68.3% |