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 | $209,709 | $112,096+87.1% | $95,952+118.6% | $158,922+32.0% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 8.81% | 171.09%-162.3pp | 91.61%-82.8pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,737 | $3,198-45.7% | $2,541-31.7% | $4,761-63.5% |
| Participant deferral / active EE | $3,574 | $4,784-25.3% | $4,167-14.2% | $5,982-40.2% |
| Admin fee / account holder | $9,767 | $10,130-3.6% | $6,795+43.7% | $11,246-13.2% |