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 | $228,909 | $117,841+94.3% | $102,423+123.5% | $145,922+56.9% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 15.89% | 31.65%-15.8pp | 29.32%-13.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $5,257 | $3,615+45.4% | $3,023+73.9% | $4,660+12.8% |
| Participant deferral / active EE | $13,215 | $5,731+130.6% | $5,053+161.5% | $6,688+97.6% |
| Admin fee / account holder | $5,434 | $13,326-59.2% | $9,451-42.5% | $13,397-59.4% |