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 9-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 | $237,220 | $176,056+34.7% | $159,436+48.8% | $167,490+41.6% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 16.93% | 331.75%-314.8pp | 263.57%-246.6pp | 478.56%-461.6pp |
| Employer contribution / active EE | $7,642 | $5,297+44.3% | $4,829+58.2% | $4,837+58.0% |
| Participant deferral / active EE | $10,012 | $7,750+29.2% | $7,352+36.2% | $6,341+57.9% |
| Admin fee / account holder | $1,585 | $12,554-87.4% | $10,799-85.3% | $12,309-87.1% |