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 | $176,458 | $98,750+78.7% | $149,696+17.9% | $79,858+121.0% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.6%+13.1pp |
| Annual return | 20.38% | 27.43%-7.0pp | 276.60%-256.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,542 | $3,216-52.1% | $4,644-66.8% | $2,471-37.6% |
| Participant deferral / active EE | $4,027 | $5,680-29.1% | $6,842-41.1% | $3,740+7.7% |
| Admin fee / account holder | $4,182 | $6,053-30.9% | $9,309-55.1% | $5,306-21.2% |