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 | $170,687 | $100,773+69.4% | $88,946+91.9% | $142,382+19.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 15.17% | 70.18%-55.0pp | 57.82%-42.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,194 | $2,918+43.7% | $2,555+64.1% | $4,299-2.5% |
| Participant deferral / active EE | $10,033 | $5,230+91.8% | $4,581+119.0% | $6,507+54.2% |
| Admin fee / account holder | $2,732 | $9,693-71.8% | $8,261-66.9% | $12,624-78.4% |