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 | $181,580 | $133,922+35.6% | $116,228+56.2% | $142,382+27.5% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.6%-1.8pp | 80.1%-7.4pp |
| Annual return | 17.49% | 147.76%-130.3pp | 90.06%-72.6pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,308 | $3,446-33.0% | $2,994-22.9% | $4,299-46.3% |
| Participant deferral / active EE | $7,954 | $5,672+40.2% | $4,953+60.6% | $6,507+22.2% |
| Admin fee / account holder | $3,897 | $14,945-73.9% | $11,989-67.5% | $12,624-69.1% |