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 | $159,580 | $102,616+55.5% | $81,983+94.6% | $158,922+0.4% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.2%+21.7pp | 82.0%+9.0pp |
| Annual return | 18.36% | 61.04%-42.7pp | 41.31%-22.9pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,982 | $3,240-8.0% | $2,498+19.4% | $4,761-37.4% |
| Participant deferral / active EE | $4,855 | $4,648+4.5% | $3,722+30.4% | $5,982-18.8% |
| Admin fee / account holder | $1,100 | $8,235-86.6% | $5,664-80.6% | $11,246-90.2% |