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 9-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 | $210,530 | $157,256+33.9% | $141,162+49.1% | $152,861+37.7% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 28.80% | 64.32%-35.5pp | 71.39%-42.6pp | 345.32%-316.5pp |
| Employer contribution / active EE | $3,197 | $5,261-39.2% | $4,735-32.5% | $4,762-32.9% |
| Participant deferral / active EE | $7,908 | $7,109+11.2% | $6,709+17.9% | $5,850+35.2% |
| Admin fee / account holder | $4,073 | $12,120-66.4% | $10,261-60.3% | $11,596-64.9% |