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 | $170,360 | $69,515+145.1% | $86,874+96.1% | $85,850+98.4% |
| Participation rate | 92.2% | 66.3%+25.9pp | 71.6%+20.6pp | 69.3%+22.9pp |
| Annual return | 14.20% | 20.12%-5.9pp | 63.52%-49.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $4,509 | $1,880+139.8% | $2,495+80.7% | $2,565+75.8% |
| Participant deferral / active EE | $4,088 | $2,919+40.1% | $3,699+10.5% | $3,952+3.5% |
| Admin fee / account holder | $960 | $5,972-83.9% | $5,828-83.5% | $6,260-84.7% |