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 | $241,839 | $159,602+51.5% | $150,045+61.2% | $142,382+69.9% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.3%+4.0pp | 80.1%+6.2pp |
| Annual return | 18.29% | 70.24%-51.9pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,777 | $4,961-23.9% | $4,693-19.5% | $4,299-12.2% |
| Participant deferral / active EE | $10,312 | $8,310+24.1% | $7,997+28.9% | $6,507+58.5% |
| Admin fee / account holder | $10,339 | $14,846-30.4% | $13,435-23.0% | $12,624-18.1% |