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 | $164,586 | $103,376+59.2% | $87,100+89.0% | $152,861+7.7% |
| Participation rate | 82.6% | 79.3%+3.3pp | 76.9%+5.7pp | 82.4%+0.2pp |
| Annual return | 15.68% | 28.10%-12.4pp | 28.19%-12.5pp | 345.32%-329.6pp |
| Employer contribution / active EE | $920 | $3,220-71.4% | $2,521-63.5% | $4,762-80.7% |
| Participant deferral / active EE | $6,394 | $4,778+33.8% | $4,049+57.9% | $5,850+9.3% |
| Admin fee / account holder | $6,854 | $12,205-43.8% | $7,497-8.6% | $11,596-40.9% |