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 9-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 | $172,548 | $114,381+50.9% | $107,525+60.5% | $142,382+21.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 15.06% | 242.71%-227.6pp | 181.32%-166.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,873 | $4,015-3.5% | $3,754+3.2% | $4,299-9.9% |
| Participant deferral / active EE | $4,822 | $5,564-13.3% | $5,116-5.7% | $6,507-25.9% |
| Admin fee / account holder | $25,123 | $9,860+154.8% | $8,919+181.7% | $12,624+99.0% |