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 | $234,426 | $117,983+98.7% | $101,794+130.3% | $142,382+64.6% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.2%+9.4pp | 80.1%-1.5pp |
| Annual return | 12.65% | 36.92%-24.3pp | 30.53%-17.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $5,231 | $2,773+88.7% | $2,289+128.5% | $4,299+21.7% |
| Participant deferral / active EE | $6,066 | $4,714+28.7% | $4,084+48.5% | $6,507-6.8% |
| Admin fee / account holder | $3,138 | $10,433-69.9% | $8,777-64.3% | $12,624-75.1% |