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 | $237,944 | $150,187+58.4% | $120,354+97.7% | $145,922+63.1% |
| Participation rate | 88.9% | 78.8%+10.1pp | 71.9%+17.0pp | 80.3%+8.6pp |
| Annual return | 16.30% | 154.07%-137.8pp | 107.15%-90.8pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,873 | $4,348-33.9% | $3,463-17.0% | $4,660-38.3% |
| Participant deferral / active EE | $7,435 | $6,173+20.4% | $4,991+49.0% | $6,688+11.2% |
| Admin fee / account holder | $5,461 | $12,207-55.3% | $9,423-42.0% | $13,397-59.2% |