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 | $239,672 | $227,553+5.3% | $189,557+26.4% | $167,490+43.1% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.4%+16.0pp | 82.1%+12.3pp |
| Annual return | 13.13% | 78.40%-65.3pp | 64.17%-51.0pp | 478.56%-465.4pp |
| Employer contribution / active EE | $3,680 | $5,316-30.8% | $4,412-16.6% | $4,837-23.9% |
| Participant deferral / active EE | $9,915 | $7,002+41.6% | $6,174+60.6% | $6,341+56.4% |
| Admin fee / account holder | $3,460 | $11,878-70.9% | $9,807-64.7% | $12,309-71.9% |