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 | $183,367 | $115,770+58.4% | $101,248+81.1% | $158,922+15.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 15.49% | 56.14%-40.6pp | 46.47%-31.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $3,634 | $4,175-12.9% | $3,660-0.7% | $4,761-23.7% |
| Participant deferral / active EE | $5,200 | $4,957+4.9% | $4,370+19.0% | $5,982-13.1% |
| Admin fee / account holder | $8,632 | $7,245+19.1% | $5,945+45.2% | $11,246-23.2% |