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 | $179,726 | $65,365+175.0% | $92,893+93.5% | $72,985+146.3% |
| Participation rate | 80.6% | 68.3%+12.3pp | 76.0%+4.6pp | 69.5%+11.2pp |
| Annual return | 19.82% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $4,208 | $2,594+62.2% | $3,653+15.2% | $2,440+72.5% |
| Participant deferral / active EE | $7,537 | $3,128+140.9% | $4,236+77.9% | $3,607+108.9% |
| Admin fee / account holder | $1,037 | $4,251-75.6% | $5,794-82.1% | $5,124-79.8% |