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 | $148,525 | $126,574+17.3% | $106,213+39.8% | $145,922+1.8% |
| Participation rate | 93.3% | 77.6%+15.7pp | 75.3%+18.1pp | 80.3%+13.1pp |
| Annual return | 14.75% | 224.79%-210.0pp | 116.14%-101.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,984 | $3,730+6.8% | $3,171+25.6% | $4,660-14.5% |
| Participant deferral / active EE | $4,408 | $5,724-23.0% | $5,016-12.1% | $6,688-34.1% |
| Admin fee / account holder | $1,824 | $17,304-89.5% | $11,033-83.5% | $13,397-86.4% |