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 | $234,077 | $214,378+9.2% | $200,582+16.7% | $142,382+64.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 22.02% | 46.41%-24.4pp | 42.33%-20.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $5,474 | $6,841-20.0% | $6,419-14.7% | $4,299+27.3% |
| Participant deferral / active EE | $9,914 | $9,865+0.5% | $9,331+6.2% | $6,507+52.4% |
| Admin fee / account holder | $714 | $17,692-96.0% | $16,305-95.6% | $12,624-94.3% |