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 | $235,439 | $177,572+32.6% | $154,803+52.1% | $142,382+65.4% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 14.79% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,306 | $4,810-72.9% | $4,305-69.7% | $4,299-69.6% |
| Participant deferral / active EE | $3,229 | $6,272-48.5% | $5,540-41.7% | $6,507-50.4% |
| Admin fee / account holder | $3,684 | $16,786-78.1% | $14,329-74.3% | $12,624-70.8% |