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 | $179,235 | $149,734+19.7% | $118,925+50.7% | $158,922+12.8% |
| Participation rate | 85.7% | 82.1%+3.6pp | 75.4%+10.3pp | 82.0%+3.8pp |
| Annual return | 13.15% | 19.95%-6.8pp | 35.88%-22.7pp | 302.83%-289.7pp |
| Employer contribution / active EE | $12,426 | $4,115+202.0% | $3,263+280.9% | $4,761+161.0% |
| Participant deferral / active EE | $9,084 | $5,223+73.9% | $4,265+113.0% | $5,982+51.9% |
| Admin fee / account holder | $4,238 | $8,603-50.7% | $6,581-35.6% | $11,246-62.3% |