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 | $182,976 | $165,984+10.2% | $164,813+11.0% | $145,922+25.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.55% | 100.03%-88.5pp | 69.93%-58.4pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,124 | $5,273-59.7% | $4,341-51.1% | $4,660-54.4% |
| Participant deferral / active EE | $17,073 | $6,959+145.3% | $6,031+183.1% | $6,688+155.3% |
| Admin fee / account holder | $6,034 | $16,648-63.8% | $12,690-52.5% | $13,397-55.0% |