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 | $233,879 | $183,963+27.1% | $162,163+44.2% | $152,861+53.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 21.76% | 150.76%-129.0pp | 115.59%-93.8pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,381 | $6,371-46.9% | $5,614-39.8% | $4,762-29.0% |
| Participant deferral / active EE | $11,569 | $8,034+44.0% | $7,298+58.5% | $5,850+97.8% |
| Admin fee / account holder | $20,770 | $13,121+58.3% | $10,843+91.6% | $11,596+79.1% |