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 | $227,142 | $148,534+52.9% | $135,903+67.1% | $139,434+62.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.16% | 79.19%-63.0pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $6,117 | $5,243+16.7% | $4,856+26.0% | $4,751+28.8% |
| Participant deferral / active EE | $10,312 | $8,100+27.3% | $7,758+32.9% | $6,710+53.7% |
| Admin fee / account holder | $2,214 | $12,400-82.1% | $10,762-79.4% | $11,403-80.6% |