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 | $200,574 | $159,602+25.7% | $150,045+33.7% | $142,382+40.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 22.41% | 70.24%-47.8pp | 62.55%-40.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $4,497 | $4,961-9.4% | $4,693-4.2% | $4,299+4.6% |
| Participant deferral / active EE | $9,676 | $8,310+16.4% | $7,997+21.0% | $6,507+48.7% |
| Admin fee / account holder | $10,380 | $14,846-30.1% | $13,435-22.7% | $12,624-17.8% |