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 | $183,652 | $102,616+79.0% | $81,983+124.0% | $158,922+15.6% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.2%+23.1pp | 82.0%+10.3pp |
| Annual return | 10.91% | 61.04%-50.1pp | 41.31%-30.4pp | 302.83%-291.9pp |
| Employer contribution / active EE | $4,054 | $3,240+25.1% | $2,498+62.3% | $4,761-14.8% |
| Participant deferral / active EE | $9,145 | $4,648+96.7% | $3,722+145.7% | $5,982+52.9% |
| Admin fee / account holder | $2,798 | $8,235-66.0% | $5,664-50.6% | $11,246-75.1% |