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 | $231,908 | $152,587+52.0% | $125,175+85.3% | $152,861+51.7% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 19.79% | 54.84%-35.0pp | 43.79%-24.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $3,364 | $4,946-32.0% | $3,865-13.0% | $4,762-29.4% |
| Participant deferral / active EE | $9,189 | $5,868+56.6% | $4,937+86.1% | $5,850+57.1% |
| Admin fee / account holder | $26,447 | $13,434+96.9% | $9,702+172.6% | $11,596+128.1% |