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 | $182,562 | $148,534+22.9% | $135,903+34.3% | $139,434+30.9% |
| Participation rate | 81.0% | 83.9%-2.9pp | 81.9%-1.0pp | 80.3%+0.6pp |
| Annual return | 25.58% | 79.19%-53.6pp | 68.23%-42.6pp | 372.94%-347.4pp |
| Employer contribution / active EE | $4,752 | $5,243-9.4% | $4,856-2.1% | $4,7510% |
| Participant deferral / active EE | $11,250 | $8,100+38.9% | $7,758+45.0% | $6,710+67.7% |
| Admin fee / account holder | $1,564 | $12,400-87.4% | $10,762-85.5% | $11,403-86.3% |