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 | $169,304 | $114,381+48.0% | $107,525+57.5% | $142,382+18.9% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 13.94% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,986 | $4,015-50.5% | $3,754-47.1% | $4,299-53.8% |
| Participant deferral / active EE | $6,108 | $5,564+9.8% | $5,116+19.4% | $6,507-6.1% |
| Admin fee / account holder | $3,858 | $9,860-60.9% | $8,919-56.7% | $12,624-69.4% |