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 | $248,771 | $172,478+44.2% | $145,661+70.8% | $142,382+74.7% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.2%+6.1pp | 80.1%+3.2pp |
| Annual return | 15.78% | 151.09%-135.3pp | 101.46%-85.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,920 | $4,899-60.8% | $4,238-54.7% | $4,299-55.3% |
| Participant deferral / active EE | $7,391 | $8,348-11.5% | $7,198+2.7% | $6,507+13.6% |
| Admin fee / account holder | $5,483 | $16,864-67.5% | $12,466-56.0% | $12,624-56.6% |