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 | $172,352 | $133,922+28.7% | $116,228+48.3% | $142,382+21.0% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.6%+21.1pp | 80.1%+15.5pp |
| Annual return | 26.90% | 147.76%-120.9pp | 90.06%-63.2pp | 217.08%-190.2pp |
| Employer contribution / active EE | $2,757 | $3,446-20.0% | $2,994-7.9% | $4,299-35.9% |
| Participant deferral / active EE | $6,493 | $5,672+14.5% | $4,953+31.1% | $6,507-0.2% |
| Admin fee / account holder | $50,185 | $14,945+235.8% | $11,989+318.6% | $12,624+297.5% |