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 | $163,486 | $105,181+55.4% | $159,436+2.5% | $85,850+90.4% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.8%-2.1pp | 69.3%+11.5pp |
| Annual return | 16.49% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,330 | $3,318-59.9% | $4,829-72.5% | $2,565-48.2% |
| Participant deferral / active EE | $5,648 | $5,945-5.0% | $7,352-23.2% | $3,952+42.9% |
| Admin fee / account holder | $1,687 | $6,933-75.7% | $10,799-84.4% | $6,260-73.1% |