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 | $181,107 | $154,117+17.5% | $129,995+39.3% | $139,434+29.9% |
| Participation rate | 94.4% | 82.0%+12.5pp | 78.5%+16.0pp | 80.3%+14.1pp |
| Annual return | 17.84% | 32.48%-14.6pp | -137.18%+155.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,372 | $5,289-55.2% | $4,320-45.1% | $4,751-50.1% |
| Participant deferral / active EE | $4,216 | $6,710-37.2% | $5,820-27.6% | $6,710-37.2% |
| Admin fee / account holder | $1,804 | $14,007-87.1% | $10,614-83.0% | $11,403-84.2% |