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 | $248,380 | $107,334+131.4% | $92,893+167.4% | $152,861+62.5% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 23.63% | 145.58%-122.0pp | 109.41%-85.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,589 | $4,221-15.0% | $3,653-1.8% | $4,762-24.6% |
| Participant deferral / active EE | $5,823 | $4,845+20.2% | $4,236+37.5% | $5,850-0.5% |
| Admin fee / account holder | $623 | $7,079-91.2% | $5,794-89.2% | $11,596-94.6% |