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 | $187,257 | $107,334+74.5% | $92,893+101.6% | $152,861+22.5% |
| Participation rate | 73.9% | 79.8%-5.9pp | 76.0%-2.1pp | 82.4%-8.5pp |
| Annual return | 20.80% | 145.58%-124.8pp | 109.41%-88.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $3,272 | $4,221-22.5% | $3,653-10.4% | $4,762-31.3% |
| Participant deferral / active EE | $3,845 | $4,845-20.6% | $4,236-9.2% | $5,850-34.3% |
| Admin fee / account holder | $707 | $7,079-90.0% | $5,794-87.8% | $11,596-93.9% |