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 | $173,101 | $755,339-77.1% | $379,746-54.4% | $158,922+8.9% |
| Participation rate | 94.1% | 81.8%+12.4pp | 78.4%+15.7pp | 82.0%+12.2pp |
| Annual return | 17.02% | 53.41%-36.4pp | 34.90%-17.9pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,943 | $4,685-37.2% | $3,540-16.9% | $4,761-38.2% |
| Participant deferral / active EE | $6,836 | $7,938-13.9% | $6,024+13.5% | $5,982+14.3% |
| Admin fee / account holder | $20,234 | $14,482+39.7% | $7,927+155.3% | $11,246+79.9% |