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 | $249,904 | $165,335+51.1% | $149,696+66.9% | $158,922+57.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.87% | 348.15%-334.3pp | 276.60%-262.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $5,394 | $5,103+5.7% | $4,644+16.1% | $4,761+13.3% |
| Participant deferral / active EE | $13,887 | $7,181+93.4% | $6,842+103.0% | $5,982+132.1% |
| Admin fee / account holder | $1,190 | $10,807-89.0% | $9,309-87.2% | $11,246-89.4% |