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 | $240,756 | $110,257+118.4% | $96,544+149.4% | $139,434+72.7% |
| Participation rate | 72.2% | 78.1%-5.9pp | 76.0%-3.7pp | 80.3%-8.1pp |
| Annual return | 19.80% | 26.32%-6.5pp | 25.84%-6.0pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,916 | $3,620-19.4% | $2,965-1.6% | $4,751-38.6% |
| Participant deferral / active EE | $8,202 | $5,548+47.8% | $4,851+69.1% | $6,710+22.2% |
| Admin fee / account holder | $4,300 | $11,591-62.9% | $8,252-47.9% | $11,403-62.3% |