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 | $228,496 | $179,726+27.1% | $156,263+46.2% | $142,382+60.5% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 18.94% | 77.86%-58.9pp | 59.47%-40.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,141 | $5,069-57.8% | $4,333-50.6% | $4,299-50.2% |
| Participant deferral / active EE | $5,646 | $6,956-18.8% | $6,158-8.3% | $6,507-13.2% |
| Admin fee / account holder | $2,653 | $17,272-84.6% | $14,255-81.4% | $12,624-79.0% |