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 5-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 | $162,538 | $126,574+28.4% | $106,213+53.0% | $145,922+11.4% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 22.38% | 224.79%-202.4pp | 116.14%-93.8pp | 561.29%-538.9pp |
| Employer contribution / active EE | $2,028 | $3,730-45.6% | $3,171-36.1% | $4,660-56.5% |
| Participant deferral / active EE | $6,183 | $5,724+8.0% | $5,016+23.3% | $6,688-7.6% |
| Admin fee / account holder | $7,698 | $17,304-55.5% | $11,033-30.2% | $13,397-42.5% |