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 | $234,717 | $104,974+123.6% | $95,585+145.6% | $142,382+64.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 18.66% | 210.33%-191.7pp | 38.56%-19.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,689 | $2,779-3.2% | $2,527+6.4% | $4,299-37.5% |
| Participant deferral / active EE | $5,273 | $4,352+21.2% | $4,023+31.1% | $6,507-19.0% |
| Admin fee / account holder | $1,229 | $6,386-80.8% | $6,127-79.9% | $12,624-90.3% |