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 | $249,910 | $112,096+122.9% | $95,952+160.5% | $158,922+57.3% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | 17.73% | 171.09%-153.4pp | 91.61%-73.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,312 | $3,198-27.7% | $2,541-9.0% | $4,761-51.4% |
| Participant deferral / active EE | $7,378 | $4,784+54.2% | $4,167+77.1% | $5,982+23.3% |
| Admin fee / account holder | $2,885 | $10,130-71.5% | $6,795-57.6% | $11,246-74.4% |