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 | $200,119 | $163,101+22.7% | $136,749+46.3% | $142,382+40.6% |
| Participation rate | 70.0% | 78.2%-8.2pp | 72.1%-2.1pp | 80.1%-10.1pp |
| Annual return | 15.47% | 27.54%-12.1pp | 24.33%-8.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,118 | $4,117-24.3% | $3,400-8.3% | $4,299-27.5% |
| Participant deferral / active EE | $9,673 | $5,585+73.2% | $4,692+106.1% | $6,507+48.6% |
| Admin fee / account holder | $16,858 | $14,318+17.7% | $11,386+48.1% | $12,624+33.5% |