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 | $156,601 | $102,966+52.1% | $90,281+73.5% | $152,861+2.4% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 18.80% | 95.16%-76.4pp | 78.10%-59.3pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,328 | $3,139-25.8% | $2,854-18.5% | $4,762-51.1% |
| Participant deferral / active EE | $10,181 | $4,281+137.8% | $3,885+162.0% | $5,850+74.0% |
| Admin fee / account holder | $14,335 | $6,171+132.3% | $5,351+167.9% | $11,596+23.6% |