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 | $246,744 | $217,402+13.5% | $185,823+32.8% | $167,490+47.3% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.00% | 148.36%-133.4pp | 122.05%-107.0pp | 478.56%-463.6pp |
| Employer contribution / active EE | $3,647 | $5,873-37.9% | $5,167-29.4% | $4,837-24.6% |
| Participant deferral / active EE | $7,380 | $6,356+16.1% | $5,568+32.6% | $6,341+16.4% |
| Admin fee / account holder | $2,796 | $19,811-85.9% | $16,237-82.8% | $12,309-77.3% |