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 | $180,311 | $84,233+114.1% | $170,442+5.8% | $70,131+157.1% |
| Participation rate | 88.9% | 70.8%+18.1pp | 83.6%+5.3pp | 69.5%+19.3pp |
| Annual return | 18.62% | 23.06%-4.4pp | 205.93%-187.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $3,301 | $3,387-2.5% | $5,433-39.2% | $2,342+40.9% |
| Participant deferral / active EE | $4,497 | $3,086+45.7% | $4,939-9.0% | $3,332+35.0% |
| Admin fee / account holder | $3,489 | $5,698-38.8% | $13,880-74.9% | $4,645-24.9% |