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 | $197,159 | $148,534+32.7% | $135,903+45.1% | $139,434+41.4% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 44.77% | 79.19%-34.4pp | 68.23%-23.5pp | 372.94%-328.2pp |
| Employer contribution / active EE | $2,747 | $5,243-47.6% | $4,856-43.4% | $4,751-42.2% |
| Participant deferral / active EE | $7,746 | $8,100-4.4% | $7,758-0.2% | $6,710+15.4% |
| Admin fee / account holder | $4,161 | $12,400-66.4% | $10,762-61.3% | $11,403-63.5% |