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 | $236,255 | $176,056+34.2% | $159,436+48.2% | $167,490+41.1% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 11.64% | 331.75%-320.1pp | 263.57%-251.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $7,053 | $5,297+33.2% | $4,829+46.0% | $4,837+45.8% |
| Participant deferral / active EE | $7,298 | $7,750-5.8% | $7,352-0.7% | $6,341+15.1% |
| Admin fee / account holder | $4,231 | $12,554-66.3% | $10,799-60.8% | $12,309-65.6% |