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 | $162,341 | $102,547+58.3% | $78,210+107.6% | $147,584+10.0% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 12.27% | 51.08%-38.8pp | 40.90%-28.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,408 | $2,617-46.2% | $2,034-30.8% | $4,876-71.1% |
| Participant deferral / active EE | $5,560 | $3,481+59.7% | $2,823+97.0% | $5,439+2.2% |
| Admin fee / account holder | $8,650 | $5,059+71.0% | $3,758+130.1% | $10,885-20.5% |