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 | $216,943 | $176,056+23.2% | $159,436+36.1% | $167,490+29.5% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.99% | 331.75%-317.8pp | 263.57%-249.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,213 | $5,297-77.1% | $4,829-74.9% | $4,837-74.9% |
| Participant deferral / active EE | $5,213 | $7,750-32.7% | $7,352-29.1% | $6,341-17.8% |
| Admin fee / account holder | $1,309 | $12,554-89.6% | $10,799-87.9% | $12,309-89.4% |