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 | $188,768 | $112,096+68.4% | $95,952+96.7% | $158,922+18.8% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 15.16% | 171.09%-155.9pp | 91.61%-76.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,561 | $3,198-19.9% | $2,541+0.8% | $4,761-46.2% |
| Participant deferral / active EE | $9,345 | $4,784+95.3% | $4,167+124.3% | $5,982+56.2% |
| Admin fee / account holder | $3,625 | $10,130-64.2% | $6,795-46.7% | $11,246-67.8% |