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 | $188,015 | $118,680+58.4% | $98,907+90.1% | $158,922+18.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 18.93% | 372.35%-353.4pp | 196.43%-177.5pp | 302.83%-283.9pp |
| Employer contribution / active EE | $3,216 | $3,333-3.5% | $2,689+19.6% | $4,761-32.4% |
| Participant deferral / active EE | $8,209 | $5,088+61.3% | $4,244+93.4% | $5,982+37.2% |
| Admin fee / account holder | $705 | $10,131-93.0% | $6,642-89.4% | $11,246-93.7% |