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 | $213,249 | $165,335+29.0% | $149,696+42.5% | $158,922+34.2% |
| Participation rate | 81.0% | 84.6%-3.6pp | 82.5%-1.5pp | 82.0%-1.0pp |
| Annual return | 21.67% | 348.15%-326.5pp | 276.60%-254.9pp | 302.83%-281.2pp |
| Employer contribution / active EE | $8,320 | $5,103+63.0% | $4,644+79.1% | $4,761+74.7% |
| Participant deferral / active EE | $5,213 | $7,181-27.4% | $6,842-23.8% | $5,982-12.9% |
| Admin fee / account holder | $986 | $10,807-90.9% | $9,309-89.4% | $11,246-91.2% |