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 | $176,971 | $150,187+17.8% | $120,354+47.0% | $145,922+21.3% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 10.60% | 154.07%-143.5pp | 107.15%-96.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,368 | $4,348-45.5% | $3,463-31.6% | $4,660-49.2% |
| Participant deferral / active EE | $7,163 | $6,173+16.0% | $4,991+43.5% | $6,688+7.1% |
| Admin fee / account holder | $2,635 | $12,207-78.4% | $9,423-72.0% | $13,397-80.3% |