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 8-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 | $248,805 | $81,632+204.8% | $70,449+253.2% | $158,922+56.6% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 11.48% | 208.40%-196.9pp | 109.03%-97.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,354 | $3,217-26.8% | $2,737-14.0% | $4,761-50.6% |
| Participant deferral / active EE | $2,805 | $4,554-38.4% | $3,709-24.4% | $5,982-53.1% |
| Admin fee / account holder | $8,146 | $6,193+31.5% | $3,845+111.8% | $11,246-27.6% |