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 | $243,371 | $177,572+37.1% | $154,803+57.2% | $142,382+70.9% |
| Participation rate | 79.2% | 82.1%-2.9pp | 78.1%+1.1pp | 80.1%-1.0pp |
| Annual return | 15.12% | 65.07%-49.9pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,975 | $4,810-59.0% | $4,305-54.1% | $4,299-54.1% |
| Participant deferral / active EE | $5,932 | $6,272-5.4% | $5,540+7.1% | $6,507-8.8% |
| Admin fee / account holder | $6,701 | $16,786-60.1% | $14,329-53.2% | $12,624-46.9% |