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 | $182,575 | $104,664+74.4% | $85,682+113.1% | $167,490+9.0% |
| Participation rate | 76.9% | 76.4%+0.6pp | 69.9%+7.1pp | 82.1%-5.2pp |
| Annual return | 9.21% | 21.45%-12.2pp | 21.49%-12.3pp | 478.56%-469.3pp |
| Employer contribution / active EE | $991 | $3,337-70.3% | $2,618-62.2% | $4,837-79.5% |
| Participant deferral / active EE | $4,123 | $4,824-14.5% | $3,923+5.1% | $6,341-35.0% |
| Admin fee / account holder | $1,725 | $10,032-82.8% | $6,873-74.9% | $12,309-86.0% |