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 | $197,609 | $117,381+68.3% | $99,443+98.7% | $152,861+29.3% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 19.26% | 31.87%-12.6pp | 30.72%-11.5pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,481 | $3,013-50.8% | $2,540-41.7% | $4,762-68.9% |
| Participant deferral / active EE | $9,382 | $4,086+129.6% | $3,619+159.3% | $5,850+60.4% |
| Admin fee / account holder | $1,401 | $7,631-81.6% | $6,250-77.6% | $11,596-87.9% |