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 | $213,602 | $165,335+29.2% | $149,696+42.7% | $158,922+34.4% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 10.78% | 348.15%-337.4pp | 276.60%-265.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,044 | $5,103-59.9% | $4,644-56.0% | $4,761-57.1% |
| Participant deferral / active EE | $5,508 | $7,181-23.3% | $6,842-19.5% | $5,982-7.9% |
| Admin fee / account holder | $9,767 | $10,807-9.6% | $9,309+4.9% | $11,246-13.2% |