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 | $156,498 | $115,770+35.2% | $101,248+54.6% | $158,922-1.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 17.26% | 56.14%-38.9pp | 46.47%-29.2pp | 302.83%-285.6pp |
| Employer contribution / active EE | $3,127 | $4,175-25.1% | $3,660-14.5% | $4,761-34.3% |
| Participant deferral / active EE | $11,769 | $4,957+137.4% | $4,370+169.3% | $5,982+96.7% |
| Admin fee / account holder | $14,470 | $7,245+99.7% | $5,945+143.4% | $11,246+28.7% |