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 | $219,616 | $183,963+19.4% | $162,163+35.4% | $152,861+43.7% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 24.49% | 150.76%-126.3pp | 115.59%-91.1pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,901 | $6,371-70.2% | $5,614-66.1% | $4,762-60.1% |
| Participant deferral / active EE | $7,602 | $8,034-5.4% | $7,298+4.2% | $5,850+29.9% |
| Admin fee / account holder | $1,749 | $13,121-86.7% | $10,843-83.9% | $11,596-84.9% |