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 | $192,057 | $77,634+147.4% | $156,549+22.7% | $62,891+205.4% |
| Participation rate | 71.9% | 71.2%+0.7pp | 84.0%-12.1pp | 69.3%+2.6pp |
| Annual return | 8.46% | 50.32%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,516 | $3,444-26.9% | $5,501-54.3% | $2,281+10.3% |
| Participant deferral / active EE | $5,290 | $3,045+73.7% | $4,871+8.6% | $3,203+65.2% |
| Admin fee / account holder | $1,281 | $5,561-77.0% | $13,027-90.2% | $4,296-70.2% |