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 | $247,224 | $117,983+109.5% | $101,794+142.9% | $142,382+73.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 19.35% | 36.92%-17.6pp | 30.53%-11.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $14,274 | $2,773+414.8% | $2,289+523.6% | $4,299+232.0% |
| Participant deferral / active EE | $11,432 | $4,714+142.5% | $4,084+179.9% | $6,507+75.7% |
| Admin fee / account holder | $1,494 | $10,433-85.7% | $8,777-83.0% | $12,624-88.2% |