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 | $228,656 | $124,281+84.0% | $109,143+109.5% | $167,490+36.5% |
| Participation rate | 73.7% | 79.4%-5.8pp | 75.9%-2.2pp | 82.1%-8.4pp |
| Annual return | 16.53% | 26.04%-9.5pp | 25.75%-9.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $3,482 | $4,207-17.2% | $3,722-6.4% | $4,837-28.0% |
| Participant deferral / active EE | $8,449 | $5,255+60.8% | $4,653+81.6% | $6,341+33.2% |
| Admin fee / account holder | $1,292 | $7,970-83.8% | $6,752-80.9% | $12,309-89.5% |