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 | $218,941 | $89,753+143.9% | $107,525+103.6% | $84,808+158.2% |
| Participation rate | 88.6% | 68.1%+20.5pp | 75.1%+13.5pp | 68.3%+20.3pp |
| Annual return | 19.46% | 29.48%-10.0pp | 181.32%-161.9pp | 40.90%-21.4pp |
| Employer contribution / active EE | $8,019 | $3,113+157.5% | $3,754+113.6% | $2,631+204.8% |
| Participant deferral / active EE | $12,518 | $4,056+208.6% | $5,116+144.7% | $4,212+197.2% |
| Admin fee / account holder | $6,786 | $7,222-6.0% | $8,919-23.9% | $7,344-7.6% |