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 | $175,029 | $154,117+13.6% | $129,995+34.6% | $139,434+25.5% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 19.11% | 32.48%-13.4pp | -137.18%+156.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,053 | $5,289-42.3% | $4,320-29.3% | $4,751-35.7% |
| Participant deferral / active EE | $8,728 | $6,710+30.1% | $5,820+50.0% | $6,710+30.1% |
| Admin fee / account holder | $1,737 | $14,007-87.6% | $10,614-83.6% | $11,403-84.8% |