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 | $185,726 | $148,534+25.0% | $135,903+36.7% | $139,434+33.2% |
| Participation rate | 73.7% | 83.9%-10.2pp | 81.9%-8.2pp | 80.3%-6.6pp |
| Annual return | 14.72% | 79.19%-64.5pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,657 | $5,243-68.4% | $4,856-65.9% | $4,751-65.1% |
| Participant deferral / active EE | $4,048 | $8,100-50.0% | $7,758-47.8% | $6,710-39.7% |
| Admin fee / account holder | $4,995 | $12,400-59.7% | $10,762-53.6% | $11,403-56.2% |