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 | $204,513 | $183,519+11.4% | $155,509+31.5% | $145,922+40.2% |
| Participation rate | 72.2% | 82.7%-10.4pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 24.01% | 61.17%-37.2pp | 64.67%-40.7pp | 561.29%-537.3pp |
| Employer contribution / active EE | $1,716 | $5,313-67.7% | $4,672-63.3% | $4,660-63.2% |
| Participant deferral / active EE | $4,499 | $6,462-30.4% | $5,626-20.0% | $6,688-32.7% |
| Admin fee / account holder | $6,025 | $19,313-68.8% | $15,912-62.1% | $13,397-55.0% |