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 | $196,138 | $100,773+94.6% | $88,946+120.5% | $142,382+37.8% |
| Participation rate | 73.9% | 74.3%-0.4pp | 68.8%+5.1pp | 80.1%-6.2pp |
| Annual return | 15.49% | 70.18%-54.7pp | 57.82%-42.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $606 | $2,918-79.2% | $2,555-76.3% | $4,299-85.9% |
| Participant deferral / active EE | $5,883 | $5,230+12.5% | $4,581+28.4% | $6,507-9.6% |
| Admin fee / account holder | $5,085 | $9,693-47.5% | $8,261-38.4% | $12,624-59.7% |