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 | $157,169 | $104,974+49.7% | $95,585+64.4% | $142,382+10.4% |
| Participation rate | 82.6% | 75.0%+7.6pp | 72.1%+10.5pp | 80.1%+2.5pp |
| Annual return | 11.24% | 210.33%-199.1pp | 38.56%-27.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $538 | $2,779-80.6% | $2,527-78.7% | $4,299-87.5% |
| Participant deferral / active EE | $4,390 | $4,352+0.9% | $4,023+9.1% | $6,507-32.5% |
| Admin fee / account holder | $6,509 | $6,386+1.9% | $6,127+6.2% | $12,624-48.4% |