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 | $246,156 | $179,726+37.0% | $156,263+57.5% | $142,382+72.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 13.84% | 77.86%-64.0pp | 59.47%-45.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,581 | $5,069-29.4% | $4,333-17.4% | $4,299-16.7% |
| Participant deferral / active EE | $8,329 | $6,956+19.7% | $6,158+35.3% | $6,507+28.0% |
| Admin fee / account holder | $16,774 | $17,272-2.9% | $14,255+17.7% | $12,624+32.9% |