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 | $249,203 | $106,584+133.8% | $101,326+145.9% | $142,382+75.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 15.82% | 36.93%-21.1pp | 36.82%-21.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,030 | $3,956+1.9% | $3,665+10.0% | $4,299-6.3% |
| Participant deferral / active EE | $17,121 | $8,297+106.4% | $7,994+114.2% | $6,507+163.1% |
| Admin fee / account holder | $3,502 | $11,446-69.4% | $11,185-68.7% | $12,624-72.3% |