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 | $191,286 | $165,335+15.7% | $149,696+27.8% | $158,922+20.4% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 17.29% | 348.15%-330.9pp | 276.60%-259.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $4,592 | $5,103-10.0% | $4,644-1.1% | $4,761-3.5% |
| Participant deferral / active EE | $8,439 | $7,181+17.5% | $6,842+23.3% | $5,982+41.1% |
| Admin fee / account holder | $2,531 | $10,807-76.6% | $9,309-72.8% | $11,246-77.5% |