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 | $222,190 | $197,591+12.4% | $177,821+25.0% | $158,922+39.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 19.93% | 58.76%-38.8pp | 48.32%-28.4pp | 302.83%-282.9pp |
| Employer contribution / active EE | $4,245 | $6,697-36.6% | $5,918-28.3% | $4,761-10.8% |
| Participant deferral / active EE | $8,629 | $8,405+2.7% | $7,714+11.9% | $5,982+44.2% |
| Admin fee / account holder | $1,362 | $15,399-91.2% | $12,427-89.0% | $11,246-87.9% |