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 | $213,423 | $154,117+38.5% | $129,995+64.2% | $139,434+53.1% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.5%+14.4pp | 80.3%+12.5pp |
| Annual return | 27.48% | 32.48%-5.0pp | -137.18%+164.7pp | 372.94%-345.5pp |
| Employer contribution / active EE | $4,271 | $5,289-19.2% | $4,320-1.1% | $4,751-10.1% |
| Participant deferral / active EE | $9,276 | $6,710+38.2% | $5,820+59.4% | $6,710+38.2% |
| Admin fee / account holder | $2,943 | $14,007-79.0% | $10,614-72.3% | $11,403-74.2% |