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 | $230,535 | $177,572+29.8% | $154,803+48.9% | $142,382+61.9% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.1%+4.3pp | 80.1%+2.2pp |
| Annual return | 11.97% | 65.07%-53.1pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,318 | $4,810-51.8% | $4,305-46.2% | $4,299-46.1% |
| Participant deferral / active EE | $6,676 | $6,272+6.4% | $5,540+20.5% | $6,507+2.6% |
| Admin fee / account holder | $5,829 | $16,786-65.3% | $14,329-59.3% | $12,624-53.8% |