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 | $191,969 | $124,319+54.4% | $111,297+72.5% | $167,490+14.6% |
| Participation rate | 91.7% | 79.6%+12.1pp | 77.3%+14.4pp | 82.1%+9.6pp |
| Annual return | 12.10% | 37.44%-25.3pp | 54.65%-42.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $967 | $3,435-71.8% | $2,731-64.6% | $4,837-80.0% |
| Participant deferral / active EE | $4,599 | $5,180-11.2% | $4,487+2.5% | $6,341-27.5% |
| Admin fee / account holder | $22,016 | $10,618+107.3% | $7,964+176.5% | $12,309+78.9% |