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 | $241,483 | $214,378+12.6% | $200,582+20.4% | $142,382+69.6% |
| Participation rate | 78.6% | 87.4%-8.9pp | 86.9%-8.3pp | 80.1%-1.5pp |
| Annual return | 16.20% | 46.41%-30.2pp | 42.33%-26.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $6,182 | $6,841-9.6% | $6,419-3.7% | $4,299+43.8% |
| Participant deferral / active EE | $14,702 | $9,865+49.0% | $9,331+57.6% | $6,507+125.9% |
| Admin fee / account holder | $1,772 | $17,692-90.0% | $16,305-89.1% | $12,624-86.0% |