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 | $177,485 | $112,096+58.3% | $95,952+85.0% | $158,922+11.7% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 16.40% | 171.09%-154.7pp | 91.61%-75.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,617 | $3,198-18.2% | $2,541+3.0% | $4,761-45.0% |
| Participant deferral / active EE | $5,541 | $4,784+15.8% | $4,167+33.0% | $5,982-7.4% |
| Admin fee / account holder | $1,656 | $10,130-83.7% | $6,795-75.6% | $11,246-85.3% |