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 | $201,265 | $106,515+89.0% | $96,683+108.2% | $139,434+44.3% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 18.53% | 38.43%-19.9pp | 35.69%-17.2pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,692 | $4,103-34.4% | $3,737-28.0% | $4,751-43.3% |
| Participant deferral / active EE | $9,369 | $5,454+71.8% | $4,878+92.1% | $6,710+39.6% |
| Admin fee / account holder | $9,680 | $7,877+22.9% | $6,730+43.8% | $11,403-15.1% |