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 | $189,546 | $148,534+27.6% | $135,903+39.5% | $139,434+35.9% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 23.81% | 79.19%-55.4pp | 68.23%-44.4pp | 372.94%-349.1pp |
| Employer contribution / active EE | $2,044 | $5,243-61.0% | $4,856-57.9% | $4,751-57.0% |
| Participant deferral / active EE | $9,640 | $8,100+19.0% | $7,758+24.3% | $6,710+43.7% |
| Admin fee / account holder | $325 | $12,400-97.4% | $10,762-97.0% | $11,403-97.2% |