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 | $223,845 | $106,515+110.2% | $96,683+131.5% | $139,434+60.5% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 14.70% | 38.43%-23.7pp | 35.69%-21.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,269 | $4,103-20.3% | $3,737-12.5% | $4,751-31.2% |
| Participant deferral / active EE | $13,756 | $5,454+152.2% | $4,878+182.0% | $6,710+105.0% |
| Admin fee / account holder | $2,757 | $7,877-65.0% | $6,730-59.0% | $11,403-75.8% |