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 8-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 | $216,000 | $159,602+35.3% | $150,045+44.0% | $142,382+51.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 18.20% | 70.24%-52.0pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $5,108 | $4,961+3.0% | $4,693+8.8% | $4,299+18.8% |
| Participant deferral / active EE | $9,548 | $8,310+14.9% | $7,997+19.4% | $6,507+46.7% |
| Admin fee / account holder | $1,977 | $14,846-86.7% | $13,435-85.3% | $12,624-84.3% |