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 | $228,510 | $85,766+166.4% | $136,294+67.7% | $70,131+225.8% |
| Participation rate | 88.9% | 74.2%+14.7pp | 81.9%+7.0pp | 69.5%+19.3pp |
| Annual return | 14.99% | 31.45%-16.5pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $5,168 | $2,966+74.2% | $4,695+10.1% | $2,342+120.6% |
| Participant deferral / active EE | $7,819 | $5,051+54.8% | $6,247+25.2% | $3,332+134.7% |
| Admin fee / account holder | $957 | $5,420-82.4% | $9,243-89.7% | $4,645-79.4% |