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 | $244,289 | $127,065+92.3% | $113,168+115.9% | $142,382+71.6% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 18.04% | 24.03%-6.0pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,768 | $3,442+9.5% | $2,975+26.7% | $4,299-12.3% |
| Participant deferral / active EE | $10,082 | $5,716+76.4% | $5,107+97.4% | $6,507+54.9% |
| Admin fee / account holder | $15,641 | $15,736-0.6% | $12,068+29.6% | $12,624+23.9% |