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 | $154,890 | $124,319+24.6% | $111,297+39.2% | $167,490-7.5% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 11.76% | 37.44%-25.7pp | 54.65%-42.9pp | 478.56%-466.8pp |
| Employer contribution / active EE | $4,996 | $3,435+45.4% | $2,731+82.9% | $4,837+3.3% |
| Participant deferral / active EE | $4,872 | $5,180-6.0% | $4,487+8.6% | $6,341-23.2% |
| Admin fee / account holder | $3,657 | $10,618-65.6% | $7,964-54.1% | $12,309-70.3% |