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 | $230,243 | $91,190+152.5% | $178,490+29.0% | $79,858+188.3% |
| Participation rate | 72.0% | 69.2%+2.8pp | 81.9%-9.9pp | 69.6%+2.4pp |
| Annual return | 14.53% | 24.19%-9.7pp | 151.07%-136.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,617 | $3,256-19.6% | $5,011-47.8% | $2,471+5.9% |
| Participant deferral / active EE | $4,945 | $3,236+52.8% | $5,202-4.9% | $3,740+32.2% |
| Admin fee / account holder | $11,206 | $6,751+66.0% | $13,984-19.9% | $5,306+111.2% |