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 | $228,869 | $179,726+27.3% | $156,263+46.5% | $142,382+60.7% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.9%+5.7pp | 80.1%+4.5pp |
| Annual return | 14.41% | 77.86%-63.4pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,370 | $5,069-73.0% | $4,333-68.4% | $4,299-68.1% |
| Participant deferral / active EE | $2,953 | $6,956-57.6% | $6,158-52.1% | $6,507-54.6% |
| Admin fee / account holder | $6,455 | $17,272-62.6% | $14,255-54.7% | $12,624-48.9% |