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 | $177,680 | $118,680+49.7% | $98,907+79.6% | $158,922+11.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 9.31% | 372.35%-363.0pp | 196.43%-187.1pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,136 | $3,333-65.9% | $2,689-57.8% | $4,761-76.1% |
| Participant deferral / active EE | $7,761 | $5,088+52.5% | $4,244+82.8% | $5,982+29.7% |
| Admin fee / account holder | $766 | $10,131-92.4% | $6,642-88.5% | $11,246-93.2% |