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 | $234,096 | $183,519+27.6% | $155,509+50.5% | $145,922+60.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 10.52% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,759 | $5,313-29.2% | $4,672-19.6% | $4,660-19.3% |
| Participant deferral / active EE | $8,875 | $6,462+37.3% | $5,626+57.7% | $6,688+32.7% |
| Admin fee / account holder | $1,958 | $19,313-89.9% | $15,912-87.7% | $13,397-85.4% |