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 | $185,788 | $150,187+23.7% | $120,354+54.4% | $145,922+27.3% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 19.57% | 154.07%-134.5pp | 107.15%-87.6pp | 561.29%-541.7pp |
| Employer contribution / active EE | $1,896 | $4,348-56.4% | $3,463-45.2% | $4,660-59.3% |
| Participant deferral / active EE | $6,734 | $6,173+9.1% | $4,991+34.9% | $6,688+0.7% |
| Admin fee / account holder | $700 | $12,207-94.3% | $9,423-92.6% | $13,397-94.8% |