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 | $248,168 | $177,572+39.8% | $154,803+60.3% | $142,382+74.3% |
| Participation rate | 73.9% | 82.1%-8.1pp | 78.1%-4.2pp | 80.1%-6.2pp |
| Annual return | 13.54% | 65.07%-51.5pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,342 | $4,810-9.7% | $4,305+0.8% | $4,299+1.0% |
| Participant deferral / active EE | $10,681 | $6,272+70.3% | $5,540+92.8% | $6,507+64.1% |
| Admin fee / account holder | $21,272 | $16,786+26.7% | $14,329+48.4% | $12,624+68.5% |