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 | $191,617 | $100,773+90.1% | $88,946+115.4% | $142,382+34.6% |
| Participation rate | 85.0% | 74.3%+10.7pp | 68.8%+16.2pp | 80.1%+4.9pp |
| Annual return | 14.22% | 70.18%-56.0pp | 57.82%-43.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,902 | $2,918-0.5% | $2,555+13.6% | $4,299-32.5% |
| Participant deferral / active EE | $11,450 | $5,230+118.9% | $4,581+149.9% | $6,507+76.0% |
| Admin fee / account holder | $1,294 | $9,693-86.6% | $8,261-84.3% | $12,624-89.7% |