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 | $228,819 | $118,680+92.8% | $98,907+131.3% | $158,922+44.0% |
| Participation rate | 76.5% | 77.8%-1.4pp | 76.0%+0.4pp | 82.0%-5.5pp |
| Annual return | 13.70% | 372.35%-358.6pp | 196.43%-182.7pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,154 | $3,333-65.4% | $2,689-57.1% | $4,761-75.8% |
| Participant deferral / active EE | $3,663 | $5,088-28.0% | $4,244-13.7% | $5,982-38.8% |
| Admin fee / account holder | $2,654 | $10,131-73.8% | $6,642-60.0% | $11,246-76.4% |