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 | $185,934 | $124,319+49.6% | $111,297+67.1% | $167,490+11.0% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 11.62% | 37.44%-25.8pp | 54.65%-43.0pp | 478.56%-466.9pp |
| Employer contribution / active EE | $7,774 | $3,435+126.3% | $2,731+184.6% | $4,837+60.7% |
| Participant deferral / active EE | $6,579 | $5,180+27.0% | $4,487+46.6% | $6,341+3.8% |
| Admin fee / account holder | $2,055 | $10,618-80.6% | $7,964-74.2% | $12,309-83.3% |