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 5-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 | $164,426 | $108,919+51.0% | $100,391+63.8% | $145,922+12.7% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 18.04% | 57.88%-39.8pp | 49.20%-31.2pp | 561.29%-543.2pp |
| Employer contribution / active EE | $802 | $4,419-81.9% | $3,942-79.7% | $4,660-82.8% |
| Participant deferral / active EE | $9,313 | $8,445+10.3% | $8,082+15.2% | $6,688+39.2% |
| Admin fee / account holder | $2,176 | $9,689-77.5% | $7,899-72.5% | $13,397-83.8% |