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 8-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 | $195,138 | $115,770+68.6% | $101,248+92.7% | $158,922+22.8% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 21.40% | 56.14%-34.7pp | 46.47%-25.1pp | 302.83%-281.4pp |
| Employer contribution / active EE | $1,864 | $4,175-55.3% | $3,660-49.1% | $4,761-60.8% |
| Participant deferral / active EE | $4,706 | $4,957-5.1% | $4,370+7.7% | $5,982-21.3% |
| Admin fee / account holder | $2,847 | $7,245-60.7% | $5,945-52.1% | $11,246-74.7% |