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 | $174,894 | $99,079+76.5% | $77,999+124.2% | $273,961-36.2% |
| Participation rate | 90.9% | 78.6%+12.3pp | 75.5%+15.4pp | 83.0%+7.9pp |
| Annual return | 8.25% | 217.93%-209.7pp | 425.96%-417.7pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,309 | $3,308-30.2% | $2,470-6.5% | $4,869-52.6% |
| Participant deferral / active EE | $8,747 | $4,306+103.1% | $3,497+150.2% | $5,287+65.4% |
| Admin fee / account holder | $5,886 | $8,954-34.3% | $5,480+7.4% | $10,132-41.9% |