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 | $213,345 | $114,381+86.5% | $107,525+98.4% | $142,382+49.8% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.1%+20.2pp | 80.1%+15.1pp |
| Annual return | 15.49% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $5,638 | $4,015+40.4% | $3,754+50.2% | $4,299+31.1% |
| Participant deferral / active EE | $7,488 | $5,564+34.6% | $5,116+46.4% | $6,507+15.1% |
| Admin fee / account holder | $964 | $9,860-90.2% | $8,919-89.2% | $12,624-92.4% |