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 | $199,215 | $159,602+24.8% | $150,045+32.8% | $142,382+39.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 13.41% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,098 | $4,961-17.4% | $4,693-12.7% | $4,299-4.7% |
| Participant deferral / active EE | $9,984 | $8,310+20.1% | $7,997+24.8% | $6,507+53.4% |
| Admin fee / account holder | $19,828 | $14,846+33.6% | $13,435+47.6% | $12,624+57.1% |