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 | $225,540 | $157,256+43.4% | $141,162+59.8% | $152,861+47.5% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.4%+8.0pp |
| Annual return | 19.66% | 64.32%-44.7pp | 71.39%-51.7pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,405 | $5,261-54.3% | $4,735-49.2% | $4,762-49.5% |
| Participant deferral / active EE | $6,050 | $7,109-14.9% | $6,709-9.8% | $5,850+3.4% |
| Admin fee / account holder | $3,984 | $12,120-67.1% | $10,261-61.2% | $11,596-65.6% |