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 | $239,066 | $112,881+111.8% | $90,951+162.9% | $158,922+50.4% |
| Participation rate | 76.5% | 74.7%+1.7pp | 69.0%+7.5pp | 82.0%-5.5pp |
| Annual return | 8.31% | 215.79%-207.5pp | 134.60%-126.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $2,407 | $2,893-16.8% | $2,122+13.5% | $4,761-49.4% |
| Participant deferral / active EE | $5,501 | $4,128+33.3% | $3,373+63.1% | $5,982-8.0% |
| Admin fee / account holder | $1,019 | $8,041-87.3% | $5,959-82.9% | $11,246-90.9% |