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 | $173,356 | $102,966+68.4% | $90,281+92.0% | $152,861+13.4% |
| Participation rate | 95.7% | 75.9%+19.8pp | 73.3%+22.4pp | 82.4%+13.2pp |
| Annual return | 18.22% | 95.16%-76.9pp | 78.10%-59.9pp | 345.32%-327.1pp |
| Employer contribution / active EE | $368 | $3,139-88.3% | $2,854-87.1% | $4,762-92.3% |
| Participant deferral / active EE | $3,044 | $4,281-28.9% | $3,885-21.7% | $5,850-48.0% |
| Admin fee / account holder | $5,668 | $6,171-8.2% | $5,351+5.9% | $11,596-51.1% |