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 | $179,744 | $99,985+79.8% | $146,665+22.6% | $85,850+109.4% |
| Participation rate | 88.9% | 73.1%+15.8pp | 80.1%+8.8pp | 69.3%+19.6pp |
| Annual return | 15.21% | 18.93%-3.7pp | 22.74%-7.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,793 | $2,559+9.2% | $4,136-32.5% | $2,565+8.9% |
| Participant deferral / active EE | $4,957 | $4,006+23.8% | $5,506-10.0% | $3,952+25.4% |
| Admin fee / account holder | $1,095 | $7,702-85.8% | $10,280-89.3% | $6,260-82.5% |