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 8-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 | $191,269 | $89,753+113.1% | $107,525+77.9% | $84,808+125.5% |
| Participation rate | 76.0% | 68.1%+7.9pp | 75.1%+0.9pp | 68.3%+7.7pp |
| Annual return | 21.05% | 29.48%-8.4pp | 181.32%-160.3pp | 40.90%-19.8pp |
| Employer contribution / active EE | $3,146 | $3,113+1.1% | $3,754-16.2% | $2,631+19.6% |
| Participant deferral / active EE | $9,126 | $4,056+125.0% | $5,116+78.4% | $4,212+116.7% |
| Admin fee / account holder | $4,620 | $7,222-36.0% | $8,919-48.2% | $7,344-37.1% |