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 | $235,502 | $112,096+110.1% | $95,952+145.4% | $158,922+48.2% |
| Participation rate | 82.4% | 79.0%+3.4pp | 77.1%+5.3pp | 82.0%+0.4pp |
| Annual return | 21.91% | 171.09%-149.2pp | 91.61%-69.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,235 | $3,198-61.4% | $2,541-51.4% | $4,761-74.1% |
| Participant deferral / active EE | $2,893 | $4,784-39.5% | $4,167-30.6% | $5,982-51.6% |
| Admin fee / account holder | $2,242 | $10,130-77.9% | $6,795-67.0% | $11,246-80.1% |