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 | $226,075 | $159,602+41.6% | $150,045+50.7% | $142,382+58.8% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 16.81% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,872 | $4,961-21.9% | $4,693-17.5% | $4,299-9.9% |
| Participant deferral / active EE | $6,445 | $8,310-22.4% | $7,997-19.4% | $6,507-1.0% |
| Admin fee / account holder | $1,774 | $14,846-88.1% | $13,435-86.8% | $12,624-85.9% |