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 | $243,815 | $124,319+96.1% | $111,297+119.1% | $167,490+45.6% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 13.66% | 37.44%-23.8pp | 54.65%-41.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,978 | $3,435-13.3% | $2,731+9.0% | $4,837-38.4% |
| Participant deferral / active EE | $5,653 | $5,180+9.1% | $4,487+26.0% | $6,341-10.9% |
| Admin fee / account holder | $686 | $10,618-93.5% | $7,964-91.4% | $12,309-94.4% |