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 | $211,541 | $157,256+34.5% | $141,162+49.9% | $152,861+38.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 26.35% | 64.32%-38.0pp | 71.39%-45.0pp | 345.32%-319.0pp |
| Employer contribution / active EE | $3,844 | $5,261-26.9% | $4,735-18.8% | $4,762-19.3% |
| Participant deferral / active EE | $8,551 | $7,109+20.3% | $6,709+27.5% | $5,850+46.2% |
| Admin fee / account holder | $885 | $12,120-92.7% | $10,261-91.4% | $11,596-92.4% |