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 | $171,954 | $114,381+50.3% | $107,525+59.9% | $142,382+20.8% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 17.71% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,218 | $4,015-19.9% | $3,754-14.3% | $4,299-25.2% |
| Participant deferral / active EE | $9,952 | $5,564+78.9% | $5,116+94.5% | $6,507+52.9% |
| Admin fee / account holder | $2,264 | $9,860-77.0% | $8,919-74.6% | $12,624-82.1% |