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 | $239,747 | $110,261+117.4% | $95,745+150.4% | $139,434+71.9% |
| Participation rate | 70.0% | 75.8%-5.8pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 18.94% | 27.11%-8.2pp | 28.35%-9.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,746 | $3,257-15.7% | $2,835-3.1% | $4,751-42.2% |
| Participant deferral / active EE | $4,705 | $4,676+0.6% | $4,245+10.8% | $6,710-29.9% |
| Admin fee / account holder | $1,263 | $6,613-80.9% | $5,678-77.8% | $11,403-88.9% |