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 | $240,399 | $96,484+149.2% | $75,886+216.8% | $152,861+57.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.4%+3.3pp |
| Annual return | 23.61% | 33.98%-10.4pp | 30.76%-7.1pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,476 | $3,309-25.2% | $2,500-1.0% | $4,762-48.0% |
| Participant deferral / active EE | $11,282 | $4,553+147.8% | $3,603+213.1% | $5,850+92.8% |
| Admin fee / account holder | $2,948 | $8,078-63.5% | $5,418-45.6% | $11,596-74.6% |