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 | $145,949 | $112,881+29.3% | $90,951+60.5% | $158,922-8.2% |
| Participation rate | 84.6% | 74.7%+9.9pp | 69.0%+15.6pp | 82.0%+2.7pp |
| Annual return | 17.48% | 215.79%-198.3pp | 134.60%-117.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,624 | $2,893-43.9% | $2,122-23.5% | $4,761-65.9% |
| Participant deferral / active EE | $6,918 | $4,128+67.6% | $3,373+105.1% | $5,982+15.7% |
| Admin fee / account holder | $8,108 | $8,041+0.8% | $5,959+36.1% | $11,246-27.9% |