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 | $168,219 | $112,096+50.1% | $95,952+75.3% | $158,922+5.8% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 16.13% | 171.09%-155.0pp | 91.61%-75.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,953 | $3,198-38.9% | $2,541-23.1% | $4,761-59.0% |
| Participant deferral / active EE | $9,975 | $4,784+108.5% | $4,167+139.4% | $5,982+66.8% |
| Admin fee / account holder | $991 | $10,130-90.2% | $6,795-85.4% | $11,246-91.2% |