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 | $200,301 | $159,602+25.5% | $150,045+33.5% | $142,382+40.7% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 16.28% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $5,427 | $4,961+9.4% | $4,693+15.6% | $4,299+26.2% |
| Participant deferral / active EE | $17,424 | $8,310+109.7% | $7,997+117.9% | $6,507+167.8% |
| Admin fee / account holder | $3,846 | $14,846-74.1% | $13,435-71.4% | $12,624-69.5% |