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 | $229,929 | $197,591+16.4% | $177,821+29.3% | $158,922+44.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 16.36% | 58.76%-42.4pp | 48.32%-32.0pp | 302.83%-286.5pp |
| Employer contribution / active EE | $8,756 | $6,697+30.7% | $5,918+47.9% | $4,761+83.9% |
| Participant deferral / active EE | $9,834 | $8,405+17.0% | $7,714+27.5% | $5,982+64.4% |
| Admin fee / account holder | $40,614 | $15,399+163.7% | $12,427+226.8% | $11,246+261.2% |