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 | $229,936 | $148,534+54.8% | $135,903+69.2% | $139,434+64.9% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 16.48% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $6,246 | $5,243+19.1% | $4,856+28.6% | $4,751+31.5% |
| Participant deferral / active EE | $15,752 | $8,100+94.5% | $7,758+103.1% | $6,710+134.8% |
| Admin fee / account holder | $27,323 | $12,400+120.4% | $10,762+153.9% | $11,403+139.6% |