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 | $189,938 | $115,770+64.1% | $101,248+87.6% | $158,922+19.5% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 22.29% | 56.14%-33.8pp | 46.47%-24.2pp | 302.83%-280.5pp |
| Employer contribution / active EE | $2,342 | $4,175-43.9% | $3,660-36.0% | $4,761-50.8% |
| Participant deferral / active EE | $5,344 | $4,957+7.8% | $4,370+22.3% | $5,982-10.7% |
| Admin fee / account holder | $745 | $7,245-89.7% | $5,945-87.5% | $11,246-93.4% |