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 | $213,960 | $165,335+29.4% | $149,696+42.9% | $158,922+34.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 16.30% | 348.15%-331.8pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $6,863 | $5,103+34.5% | $4,644+47.8% | $4,761+44.1% |
| Participant deferral / active EE | $3,737 | $7,181-48.0% | $6,842-45.4% | $5,982-37.5% |
| Admin fee / account holder | $3,123 | $10,807-71.1% | $9,309-66.4% | $11,246-72.2% |