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 | $177,968 | $111,724+59.3% | $93,606+90.1% | $145,922+22.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 10.09% | 202.98%-192.9pp | 133.20%-123.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,463 | $3,090-20.3% | $2,420+1.8% | $4,660-47.1% |
| Participant deferral / active EE | $9,314 | $4,912+89.6% | $4,411+111.1% | $6,688+39.3% |
| Admin fee / account holder | $3,680 | $10,250-64.1% | $8,285-55.6% | $13,397-72.5% |