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 | $178,895 | $98,240+82.1% | $82,313+117.3% | $147,584+21.2% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 9.31% | 30.85%-21.5pp | 25.88%-16.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $12,990 | $3,192+307.0% | $2,428+434.9% | $4,876+166.4% |
| Participant deferral / active EE | $5,666 | $4,383+29.3% | $3,706+52.9% | $5,439+4.2% |
| Admin fee / account holder | $4,961 | $8,563-42.1% | $5,608-11.5% | $10,885-54.4% |