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 | $155,178 | $115,770+34.0% | $101,248+53.3% | $158,922-2.4% |
| Participation rate | 82.4% | 79.4%+3.0pp | 75.8%+6.5pp | 82.0%+0.4pp |
| Annual return | 15.47% | 56.14%-40.7pp | 46.47%-31.0pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,046 | $4,175-27.0% | $3,660-16.8% | $4,761-36.0% |
| Participant deferral / active EE | $9,091 | $4,957+83.4% | $4,370+108.0% | $5,982+52.0% |
| Admin fee / account holder | $11,416 | $7,245+57.6% | $5,945+92.0% | $11,246+1.5% |