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 | $238,821 | $165,335+44.4% | $149,696+59.5% | $158,922+50.3% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 14.52% | 348.15%-333.6pp | 276.60%-262.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $4,809 | $5,103-5.8% | $4,644+3.5% | $4,761+1.0% |
| Participant deferral / active EE | $12,917 | $7,181+79.9% | $6,842+88.8% | $5,982+115.9% |
| Admin fee / account holder | $1,202 | $10,807-88.9% | $9,309-87.1% | $11,246-89.3% |