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 | $232,515 | $197,591+17.7% | $177,821+30.8% | $158,922+46.3% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 12.19% | 58.76%-46.6pp | 48.32%-36.1pp | 302.83%-290.6pp |
| Employer contribution / active EE | $4,693 | $6,697-29.9% | $5,918-20.7% | $4,761-1.4% |
| Participant deferral / active EE | $14,234 | $8,405+69.3% | $7,714+84.5% | $5,982+137.9% |
| Admin fee / account holder | $7,630 | $15,399-50.5% | $12,427-38.6% | $11,246-32.2% |