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 | $247,812 | $165,335+49.9% | $149,696+65.5% | $158,922+55.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 36.03% | 348.15%-312.1pp | 276.60%-240.6pp | 302.83%-266.8pp |
| Employer contribution / active EE | $5,005 | $5,103-1.9% | $4,644+7.8% | $4,761+5.1% |
| Participant deferral / active EE | $12,269 | $7,181+70.8% | $6,842+79.3% | $5,982+105.1% |
| Admin fee / account holder | $474 | $10,807-95.6% | $9,309-94.9% | $11,246-95.8% |