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 | $165,267 | $105,126+57.2% | $94,646+74.6% | $139,434+18.5% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 19.45% | 38.03%-18.6pp | 156.71%-137.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,715 | $4,106-9.5% | $3,672+1.2% | $4,751-21.8% |
| Participant deferral / active EE | $9,679 | $7,599+27.4% | $7,418+30.5% | $6,710+44.2% |
| Admin fee / account holder | $2,770 | $8,984-69.2% | $7,231-61.7% | $11,403-75.7% |