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 | $175,383 | $112,881+55.4% | $90,951+92.8% | $158,922+10.4% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 17.25% | 215.79%-198.5pp | 134.60%-117.3pp | 302.83%-285.6pp |
| Employer contribution / active EE | $6,317 | $2,893+118.3% | $2,122+197.7% | $4,761+32.7% |
| Participant deferral / active EE | $10,065 | $4,128+143.9% | $3,373+198.4% | $5,982+68.3% |
| Admin fee / account holder | $1,087 | $8,041-86.5% | $5,959-81.8% | $11,246-90.3% |