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 | $215,879 | $148,534+45.3% | $135,903+58.8% | $139,434+54.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.30% | 79.19%-66.9pp | 68.23%-55.9pp | 372.94%-360.6pp |
| Employer contribution / active EE | $3,256 | $5,243-37.9% | $4,856-32.9% | $4,751-31.5% |
| Participant deferral / active EE | $8,019 | $8,100-1.0% | $7,758+3.4% | $6,710+19.5% |
| Admin fee / account holder | $6,149 | $12,400-50.4% | $10,762-42.9% | $11,403-46.1% |