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 | $231,669 | $157,256+47.3% | $141,162+64.1% | $152,861+51.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 20.88% | 64.32%-43.4pp | 71.39%-50.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $4,143 | $5,261-21.3% | $4,735-12.5% | $4,762-13.0% |
| Participant deferral / active EE | $12,197 | $7,109+71.6% | $6,709+81.8% | $5,850+108.5% |
| Admin fee / account holder | $5,688 | $12,120-53.1% | $10,261-44.6% | $11,596-51.0% |