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 | $221,098 | $176,056+25.6% | $159,436+38.7% | $167,490+32.0% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 308.35% | 331.75%-23.4pp | 263.57%+44.8pp | 478.56%-170.2pp |
| Employer contribution / active EE | $1,243 | $5,297-76.5% | $4,829-74.3% | $4,837-74.3% |
| Participant deferral / active EE | $3,340 | $7,750-56.9% | $7,352-54.6% | $6,341-47.3% |
| Admin fee / account holder | $728 | $12,554-94.2% | $10,799-93.3% | $12,309-94.1% |