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 | $240,974 | $117,983+104.2% | $101,794+136.7% | $142,382+69.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 16.79% | 36.92%-20.1pp | 30.53%-13.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $6,627 | $2,773+139.0% | $2,289+189.5% | $4,299+54.2% |
| Participant deferral / active EE | $6,996 | $4,714+48.4% | $4,084+71.3% | $6,507+7.5% |
| Admin fee / account holder | $2,659 | $10,433-74.5% | $8,777-69.7% | $12,624-78.9% |