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 | $207,005 | $165,335+25.2% | $149,696+38.3% | $158,922+30.3% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 8.49% | 348.15%-339.7pp | 276.60%-268.1pp | 302.83%-294.3pp |
| Employer contribution / active EE | $2,924 | $5,103-42.7% | $4,644-37.0% | $4,761-38.6% |
| Participant deferral / active EE | $7,295 | $7,181+1.6% | $6,842+6.6% | $5,982+22.0% |
| Admin fee / account holder | $5,402 | $10,807-50.0% | $9,309-42.0% | $11,246-52.0% |