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 | $180,768 | $106,890+69.1% | $84,015+115.2% | $152,861+18.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 17.51% | 104.99%-87.5pp | 71.31%-53.8pp | 345.32%-327.8pp |
| Employer contribution / active EE | $3,333 | $2,734+21.9% | $1,983+68.1% | $4,762-30.0% |
| Participant deferral / active EE | $4,234 | $4,011+5.6% | $3,239+30.7% | $5,850-27.6% |
| Admin fee / account holder | $878 | $8,285-89.4% | $6,101-85.6% | $11,596-92.4% |