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 | $244,061 | $202,432+20.6% | $169,368+44.1% | $139,434+75.0% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 16.32% | 531.74%-515.4pp | 405.60%-389.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $819 | $4,692-82.5% | $4,013-79.6% | $4,751-82.8% |
| Participant deferral / active EE | $2,107 | $6,938-69.6% | $6,221-66.1% | $6,710-68.6% |
| Admin fee / account holder | $19,034 | $10,708+77.8% | $9,003+111.4% | $11,403+66.9% |