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 | $247,557 | $179,726+37.7% | $156,263+58.4% | $142,382+73.9% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 24.40% | 77.86%-53.5pp | 59.47%-35.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $2,395 | $5,069-52.7% | $4,333-44.7% | $4,299-44.3% |
| Participant deferral / active EE | $10,521 | $6,956+51.2% | $6,158+70.8% | $6,507+61.7% |
| Admin fee / account holder | $19,099 | $17,272+10.6% | $14,255+34.0% | $12,624+51.3% |