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 | $159,595 | $96,484+65.4% | $75,886+110.3% | $152,861+4.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 18.54% | 33.98%-15.4pp | 30.76%-12.2pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,609 | $3,309-51.4% | $2,500-35.6% | $4,762-66.2% |
| Participant deferral / active EE | $11,750 | $4,553+158.1% | $3,603+226.1% | $5,850+100.8% |
| Admin fee / account holder | $712 | $8,078-91.2% | $5,418-86.9% | $11,596-93.9% |