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 | $191,336 | $162,781+17.5% | $133,956+42.8% | $158,922+20.4% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 11.49% | 41.94%-30.4pp | 45.09%-33.6pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,381 | $4,975-52.1% | $3,919-39.2% | $4,761-50.0% |
| Participant deferral / active EE | $3,961 | $5,911-33.0% | $5,048-21.5% | $5,982-33.8% |
| Admin fee / account holder | $20,011 | $11,736+70.5% | $8,927+124.2% | $11,246+77.9% |