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 | $163,480 | $98,240+66.4% | $82,313+98.6% | $147,584+10.8% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 14.32% | 30.85%-16.5pp | 25.88%-11.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,001 | $3,192-68.6% | $2,428-58.8% | $4,876-79.5% |
| Participant deferral / active EE | $8,683 | $4,383+98.1% | $3,706+134.3% | $5,439+59.7% |
| Admin fee / account holder | $7,469 | $8,563-12.8% | $5,608+33.2% | $10,885-31.4% |