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 | $201,771 | $106,584+89.3% | $101,326+99.1% | $142,382+41.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 16.33% | 36.93%-20.6pp | 36.82%-20.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,813 | $3,956+21.7% | $3,665+31.3% | $4,299+12.0% |
| Participant deferral / active EE | $13,997 | $8,297+68.7% | $7,994+75.1% | $6,507+115.1% |
| Admin fee / account holder | $1,541 | $11,446-86.5% | $11,185-86.2% | $12,624-87.8% |