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 | $246,009 | $127,065+93.6% | $113,168+117.4% | $142,382+72.8% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 16.48% | 24.03%-7.5pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,600 | $3,442+33.6% | $2,975+54.6% | $4,299+7.0% |
| Participant deferral / active EE | $9,441 | $5,716+65.2% | $5,107+84.9% | $6,507+45.1% |
| Admin fee / account holder | $4,805 | $15,736-69.5% | $12,068-60.2% | $12,624-61.9% |