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 | $181,680 | $102,966+76.4% | $90,281+101.2% | $152,861+18.9% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 23.95% | 95.16%-71.2pp | 78.10%-54.1pp | 345.32%-321.4pp |
| Employer contribution / active EE | $3,445 | $3,139+9.8% | $2,854+20.7% | $4,762-27.7% |
| Participant deferral / active EE | $8,690 | $4,281+103.0% | $3,885+123.7% | $5,850+48.5% |
| Admin fee / account holder | $12,889 | $6,171+108.9% | $5,351+140.9% | $11,596+11.1% |