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 | $166,728 | $115,770+44.0% | $101,248+64.7% | $158,922+4.9% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 13.29% | 56.14%-42.9pp | 46.47%-33.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $874 | $4,175-79.1% | $3,660-76.1% | $4,761-81.7% |
| Participant deferral / active EE | $4,012 | $4,957-19.1% | $4,370-8.2% | $5,982-32.9% |
| Admin fee / account holder | $15,990 | $7,245+120.7% | $5,945+168.9% | $11,246+42.2% |